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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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Remote Client Account Manager at Wealth Without Wall Street

Manage existing clients and past prospects for Wealth Without Wall Street through policy reviews, referrals, follow-up, and service coordination. Help clients explore Infinite Banking and passive-income education while supporting ongoing account growth.

CACanadaUSUnited States
$40,000 – $50,000 / year
RemoteFull-timeJuniorMiddleNo degree requiredEnglish RequiredAccount ManagerSales

Description

  • Manage a portfolio of existing clients and past 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
  • Identify opportunities involving new capital, business sales, and growing families
  • Guide clients toward next steps and schedule appointments with IBC strategists
  • Request referrals from satisfied clients and follow up until they become active conversations
  • Introduce clients to the Passive Income Lab when relevant
  • Recognize clients at risk of leaving and contact them proactively
  • Record calls and next steps in HubSpot
  • Manage weekly metrics covering contacts, opportunities, referrals, and cases

Requirements

  • At least two years of experience in sales, account management, or client relationship work
  • Experience in insurance, financial services, or wealth management is preferred
  • Demonstrated ability to meet targets while maintaining positive client relationships
  • Comfortable spending the workday on phone and video calls
  • Consistent CRM usage; HubSpot experience is an advantage
  • Hold an active life insurance license or be willing to obtain one within 60 days
  • Knowledge of whole life insurance or Infinite Banking is helpful, with training available if needed
  • Complete the application form carefully
  • Submit a résumé and brief video describing your background, sales experience, client service experience, and an example of serving a client that generated additional business or a referral
  • Finalists must complete a Culture Index survey and a live role-play call

Benefits

  • $40,000–$50,000 base salary
  • Uncapped commission for each new case and referral generated, including 8% of each originated case plus referral and Lab bonuses
  • Warm conversations with existing clients and past prospects instead of cold leads
  • Strategists manage the technical closing process
  • Paid licensing when applicable
  • Comprehensive training in Infinite Banking, service procedures, and HubSpot
  • Remote work arrangement
  • Opportunity to join a fast-growing team focused on helping families build wealth outside Wall Street

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