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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 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.
Сипаттама
- 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
Талаптар
- 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
Артықшылықтар
- 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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