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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

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.

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

Descriere

  • 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

Cerințe

  • 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

Beneficii

  • $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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