Wealth Without Wall Street
Wealth Without Wall Street
1 – 10 कर्मचारी
B2Cफिनटेकवित्त
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।

Remote Client Success Manager

Support Wealth Without Wall Street’s existing clients and prospects through proactive conversations, policy reviews, referrals, and new business development.

विवरण

  • Manage a portfolio of existing clients and previous prospects
  • Conduct frequent phone calls and meaningful client conversations
  • Reconnect with inactive clients and prospects who did not complete the process
  • Conduct policy reviews and explain policy loans and PUAs
  • Coordinate client service while the operations team manages paperwork
  • Spot opportunities involving new capital, business sales, or expanding families
  • Guide clients toward next steps and schedule meetings with IBC strategists
  • Request referrals from satisfied clients and follow up to develop conversations
  • Introduce clients to the Passive Income Lab when relevant
  • Reconnect with clients who may be considering leaving
  • Record every call and follow-up step in HubSpot
  • Track weekly performance across contacts, opportunities, referrals, and cases

आवश्यकताएँ

  • At least two years of experience in sales, account management, or client relationships, preferably in insurance, financial services, or wealth management
  • Demonstrated ability to meet targets while maintaining positive client relationships
  • Confidence handling phone and video conversations throughout the day
  • 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 highly valued
  • Résumé required
  • Short video covering your background, sales and client service experience, and an example of exceptional client service leading to additional business or a referral
  • Finalists complete a brief Culture Index survey and live role-play call

लाभ

  • Base salary of $40,000–$50,000
  • Uncapped commission for each new case and referral, including 8% of each originated case plus referral and Lab bonuses
  • Conversations with warm prospects rather than cold contacts
  • Strategists manage the technical close, allowing you to focus on the relationship and the ask
  • Paid licensing when applicable
  • Training in Infinite Banking, the service process, and HubSpot
  • Join a fast-growing team focused on helping families build wealth outside Wall Street
  • Remote work

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