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Wealth Without Wall Street
Wealth Without Wall Street
1 – 10 Angajați
B2CFinanțeFintech
Wealth Without Wall Street este o companie de educație financiară axată pe sprijinirea persoanelor în construirea unui parcurs mai clar către libertatea financiară. Abordarea sa combină o viziune personală, un profil de investitor și îndrumare structurată pentru a-i ajuta pe clienți să își îmbunătățească fluxul de numerar, să își gestioneze datoriile și să se concentreze mai mult pe veniturile pasive. Compania activează în domeniile finanțelor, tehnologiei financiare și educației consumatorilor, oferind strategii practice menite să facă acumularea de avere pe termen lung mai intenționată și mai accesibilă.
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Locurile de muncă ale companiei

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.

CACanadaUSStatele Unite ale Americii
40.000 $ – 50.000 $ / an
RemoteNormă întreagăJuniorNivel mediuNu este necesară o diplomăLimbă Obligatorie: englezăManager de succes al cliențilorSuccesul clienților

Descriere

  • 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

Cerințe

  • 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

Beneficii

  • 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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