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Wealth Without Wall Street
Wealth Without Wall Street
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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 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.

USStatele Unite ale AmericiiALAlabama
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 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

Cerințe

  • 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

Beneficii

  • 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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