Wealth Without Wall Street
Wealth Without Wall Street
1 – 10 Қызметкерлер
B2CҚаржыФинтех
Wealth Without Wall Street — адамдарға қаржылық еркіндікке апаратын жолды айқынырақ қалыптастыруға көмектесуге бағытталған қаржылық білім беру компаниясы. Оның тәсілі жеке көзқарасты, инвестор бейінін және құрылымдалған нұсқаулықты біріктіріп, клиенттерге ақша ағымын жақсартуға, қарызды басқаруға және пассивті табысқа көбірек көңіл бөлуге көмектеседі. Қаржы, финтех және тұтынушыларға арналған білім беру салаларында жұмыс істейтін компания ұзақ мерзімді капитал қалыптастыруды саналырақ әрі қолжетімді етуге арналған практикалық стратегиялар ұсынады.

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.

Сипаттама

  • 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

Талаптар

  • 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

Артықшылықтар

  • 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

Ұқсас жұмыс орындары

Red Hat

Consulting Cloud Architect, OpenShift

Red Hat

Design and deliver Red Hat OpenShift, Kubernetes, and hybrid cloud solutions for enterprise customers. Lead customer engagements focused on infrastructure, automation, and application delivery.

Ашу
Kreato Global | BPO and Language Solutions
Red Hat

Red Hat OpenShift Cloud Consultant

Red Hat

Implement Red Hat OpenShift, Ceph, and Ansible solutions for enterprise customers in Israel. Design cloud architectures and advance DevOps automation at customer sites.

Ашу
Taurus SA

IT Technician and Client Support Specialist

Taurus SA
51 – 200 Қызметкерлер
Банк ісіКриптовалютаФинтех

Support Taurus’s corporate users and external clients at a regulated digital-asset fintech. Handle Azure infrastructure, endpoint support, ticket triage, and client issue resolution.

Ашу
RecruitGo

Remote Executive Assistant, Outreach and Marketing — Philippines

RecruitGo

Handle administrative support, CRM, outreach, and marketing for RecruitGo, an Employer of Record serving global clients with talent from emerging markets. Support two UK-facing clients with day-to-day administration and creative campaigns.

Ашу
Mars

Mars Customer Manager, Wegmans Account, Illinois Remote

Mars

Lead Mars Snacking’s Accelerator account strategy for Wegmans. Drive retailer growth through assortment, merchandising, pricing, promotions, and forecasting.

Ашу
Outforce

Credit Control and Collections Analyst

Outforce

Manage receivables, collections, and cash flow reporting for an FMCG business. Use SAP, Vend, and Excel to assess customer accounts and credit risk.

Ашу
Salonkee

Sales Representative, Salon Software — Göttingen

Salonkee
51 – 200 Қызметкерлер
SaaSМаркетплейсСұлулық

Grow Salonkee’s salon software business across Göttingen through local prospecting, product demonstrations, and end-to-end sales. Build relationships with salon owners and guide them from first contact through to closing.

Ашу