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Wealth Without Wall Street
Wealth Without Wall Street
1 – 10 Xodimlar
B2CFintexMoliya
Wealth Without Wall Street — odamlarga moliyaviy erkinlik sari aniqroq yo‘l qurishga yordam berishga ixtisoslashgan moliyaviy ta’lim kompaniyasi. Uning yondashuvi shaxsiy qarash, investor profili va tizimli yo‘l-yo‘riqni birlashtirib, mijozlarga pul oqimini yaxshilash, qarzlarni boshqarish va passiv daromadga ko‘proq e’tibor qaratishga ko‘maklashadi. Moliya, fintech va iste’molchilar ta’limi yo‘nalishlarida faoliyat yurituvchi kompaniya uzoq muddatli boylik yaratishni yanada ongli va qulay qilishga mo‘ljallangan amaliy strategiyalarni taqdim etadi.
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Kompaniyadagi ish o‘rinlari

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.

CAKanadaUSAmerika Qo‘shma Shtatlari
40 000 $ – 50 000 $ / yil
MasofaviyTo‘liq stavkaJuniorO‘rta darajaDiplom talab qilinmaydiTalab Qilinadigan Til: inglizchaMijozlar muvaffaqiyatiMijozlar muvaffaqiyati menejeri

Tavsif

  • 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

Talablar

  • 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

Imtiyozlar

  • 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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