Client Account Manager

Summary

Wealth Without Wall Street helps business owners, investors, and families build wealth outside the stock market through Infinite Banking and passive income education. The Client Account Manager will manage existing clients and past prospects, conduct frequent phone outreach, provide policy and account support, identify opportunities for new business and referrals, and coordinate next steps with strategists.

Responsibilities

• Pick up the phone. A lot. Your day revolves around real conversations, not emails you hope get answered
• Re-engage clients who haven't heard from us in a while, and past prospects who didn't finish the process
• Run policy reviews, answer questions about policy loans and PUAs, and quarterback service so every client feels looked after. Our ops team handles the paperwork
• Uncover opportunities (new capital, a business sale, a growing family) and ask for the next step. Then book the client with one of our IBC strategists
• Ask every happy client for referrals, and follow up until they turn into conversations
• Introduce clients to our Passive Income Lab when it fits
• Spot clients drifting away and get on the phone before they leave
• Log every call and next step in HubSpot, and own your weekly numbers: contacts, opportunities, referrals, cases

Skills

• A servant first. You genuinely want your clients to win, and it shows in how you listen
• Phone-fearless. You'd rather have 50 real conversations than send 500 emails
• Not afraid to ask. You ask for the meeting, the next step and the referral, because you believe in what you're offering
• Relentless on follow-up. Nobody has to remind you, and nothing falls through the cracks
• Motivated by results. You like knowing your numbers and you like beating them
• 2+ years in sales, account management or client relationships
• A track record of hitting targets while keeping clients happy
• Comfortable on phone and video calls all day
• CRM discipline
• Active life insurance license, or willingness to get licensed within 60 days
• Ideally in insurance, financial services or wealth management
• HubSpot a plus
• Understanding of whole life insurance or Infinite Banking is a big plus. If you don't have it, we'll teach you

Qualifications

Must Haves

• A servant first. You genuinely want your clients to win, and it shows in how you listen
• Phone-fearless. You'd rather have 50 real conversations than send 500 emails
• Not afraid to ask. You ask for the meeting, the next step and the referral, because you believe in what you're offering
• Relentless on follow-up. Nobody has to remind you, and nothing falls through the cracks
• Motivated by results. You like knowing your numbers and you like beating them
• 2+ years in sales, account management or client relationships
• A track record of hitting targets while keeping clients happy
• Comfortable on phone and video calls all day
• CRM discipline
• Active life insurance license, or willingness to get licensed within 60 days

Nice to Haves

• ideally in insurance, financial services or wealth management
• HubSpot a plus
• Understanding of whole life insurance or Infinite Banking is a big plus. If you don't have it, we'll teach you

Benefits

• Uncapped commission on every new case and referral you generate [8% of each case you originate, plus referral/Lab bonus]
• Paid licensing [if applicable]
• Full training on Infinite Banking, our service process and HubSpot
• Remote work