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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

Remote Client Success Manager

Support Wealth Without Wall Street’s existing clients and prospects through proactive conversations, policy reviews, referrals, and new business development.

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 previous prospects
  • Conduct frequent phone calls and meaningful client conversations
  • Reconnect with inactive clients and prospects who did not complete the process
  • Conduct policy reviews and explain policy loans and PUAs
  • Coordinate client service while the operations team manages paperwork
  • Spot opportunities involving new capital, business sales, or expanding families
  • Guide clients toward next steps and schedule meetings with IBC strategists
  • Request referrals from satisfied clients and follow up to develop conversations
  • Introduce clients to the Passive Income Lab when relevant
  • Reconnect with clients who may be considering leaving
  • Record every call and follow-up step in HubSpot
  • Track weekly performance across 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 positive client relationships
  • Confidence handling phone and video conversations throughout the day
  • 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 highly valued
  • Résumé required
  • Short video covering your background, sales and client service experience, and an example of exceptional client service leading to additional business or a referral
  • Finalists complete a brief Culture Index survey and live role-play call

Imtiyozlar

  • Base salary of $40,000–$50,000
  • Uncapped commission for each new case and referral, including 8% of each originated case plus referral and Lab bonuses
  • Conversations with warm prospects rather than cold contacts
  • Strategists manage the technical close, allowing you to focus on the relationship and the ask
  • Paid licensing when applicable
  • Training in Infinite Banking, the service process, and HubSpot
  • Join a fast-growing team focused on helping families build wealth outside Wall Street
  • Remote work

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