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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 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.

USUnited StatesALAlabama
$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 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

Requirements

  • 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

Benefits

  • 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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