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Wealth Without Wall Street
Wealth Without Wall Street
1 – 10 Employees
B2CFinanceFintech
Wealth Without Wall Street is a financial education company focused on helping individuals build a clearer path toward financial freedom. Its approach combines a personal vision, an investor profile, and structured guidance to help clients improve cash flow, manage debt, and develop a stronger focus on passive income. Operating across finance, fintech, and consumer education, the company provides practical strategies designed to make long-term wealth building more intentional and accessible.
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Client Experience Manager - Remote

Manage relationships with existing clients and past prospects for Wealth Without Wall Street through phone-based engagement. Reconnect with clients, identify insurance opportunities, and generate referrals for wealth-building services.

CACanadaUSUnited States
$40,000 – $50,000 / year
RemoteFull-timeJuniorMiddleNo degree requiredEnglish RequiredCustomer SuccessCustomer Success Manager

Description

  • Manage a portfolio of existing clients and former prospects
  • Conduct frequent phone calls and meaningful client conversations
  • Reconnect with clients who have not recently engaged and prospects who did not complete the process
  • Conduct policy reviews and answer questions about policy loans and PUAs
  • Coordinate client service while the operations team manages paperwork
  • Recognize opportunities involving new capital, business sales, and growing families
  • Confirm next steps and schedule clients with IBC strategists
  • Request referrals from satisfied clients and follow up until they become active conversations
  • Connect suitable clients with the Passive Income Lab
  • Proactively contact clients who may be at risk of leaving
  • Record every call and next action in HubSpot
  • Manage weekly metrics covering contacts, opportunities, referrals, and cases

Requirements

  • 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 strong client relationships
  • Comfortable spending the day on phone and video calls
  • Consistent CRM usage; HubSpot experience is a plus
  • Hold an active life insurance license or be willing to obtain one within 60 days
  • Knowledge of whole life insurance or Infinite Banking is highly valued; training is provided
  • Submit a résumé and short video covering your personal, sales, and client services background, plus an example of serving a client that generated additional business or a referral
  • Complete a Culture Index survey and live role-play call if selected as a finalist
  • Demonstrate strong attention to detail throughout the application process

Benefits

  • Base salary of $40,000–$50,000
  • Uncapped commission for each new case and referral generated, including 8% of each originated case plus referral and Lab bonuses
  • Engage in warm conversations rather than cold outreach
  • IBC strategists manage the technical closing process
  • Paid licensing when applicable
  • Comprehensive training in Infinite Banking, client service processes, and HubSpot
  • Remote work arrangement
  • Mission-focused work supporting families in building wealth outside Wall Street

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