Wealth Without Wall Street

1 – 10 कर्मचारी

Wealth Without Wall Street एक वित्तीय शिक्षा कंपनी है, जिसका उद्देश्य लोगों को वित्तीय स्वतंत्रता की दिशा में अधिक स्पष्ट मार्ग बनाने में सहायता करना है। इसका दृष्टिकोण व्यक्तिगत दृष्टि, निवेशक प्रोफ़ाइल और सुव्यवस्थित मार्गदर्शन को जोड़ता है, ताकि ग्राहक नकदी प्रवाह सुधार सकें, ऋण का प्रबंधन कर सकें और निष्क्रिय आय पर अधिक सशक्त ध्यान विकसित कर सकें। वित्त, फिनटेक और उपभोक्ता शिक्षा के क्षेत्र में कार्यरत यह कंपनी व्यावहारिक रणनीतियाँ प्रदान करती है, जो दीर्घकालिक संपत्ति निर्माण को अधिक सोच-समझकर और सुलभ बनाने के लिए तैयार की गई हैं।

कंपनी की नौकरियाँ

Client Success Manager (Alabama Remote)

Manage client relationships for Wealth Without Wall Street through policy reviews, referrals, and phone-based sales. Help families pursue wealth-building strategies outside the stock market.

6 दिन पहले

संयुक्त राज्य

अलबामा

$40,000 – $50,000 / वर्ष

रिमोट पूर्णकालिक जूनियर मध्य स्तर डिग्री आवश्यक नहीं आवश्यक भाषा: अंग्रेज़ी ग्राहक सफलता ग्राहक सफलता प्रबंधक

विवरण

Manage a portfolio of existing clients and former prospects
Conduct frequent phone calls and meaningful client conversations
Reconnect with inactive clients and prospects who did not complete the process
Lead policy reviews and answer questions about policy loans and PUAs
Coordinate client service while the operations team manages paperwork
Uncover opportunities involving new capital, business sales, and growing families
Guide clients toward next steps and schedule meetings with IBC strategists
Ask satisfied clients for referrals and follow up on referral opportunities
Introduce suitable clients to the Passive Income Lab
Recognize clients at risk of leaving and contact them proactively
Record calls and follow-up actions in HubSpot
Manage weekly metrics for contacts, opportunities, referrals, and cases

आवश्यकताएँ

At least two years of experience in sales, account management, or client relationships
Experience in insurance, financial services, or wealth management is preferred
Demonstrated ability to meet targets while maintaining strong client relationships
Comfort with spending the workday on phone and video calls
Consistent CRM practices; HubSpot experience is a plus
Active life insurance license or willingness to obtain one within 60 days
Knowledge of whole life insurance or Infinite Banking is a strong advantage
Submit a résumé and brief application video
Complete a Culture Index survey and live role-play call if selected as a finalist
Service-oriented approach centered on client needs
Confidence making frequent phone calls
Willingness to request meetings, next steps, and referrals
Persistent follow-up and strong attention to detail
Results-focused approach with comfort tracking performance metrics

लाभ

Base salary of $40,000 to $50,000
Uncapped commission for each new case and referral generated, including 8% of originated cases plus referral and Lab bonuses
Conversations with existing clients and former prospects instead of cold outreach
Strategists manage the technical closing process
Paid licensing where applicable
Comprehensive training in Infinite Banking, service workflows, and HubSpot
Remote work arrangement
Mission-focused team helping families build wealth outside Wall Street

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