Client Success Manager

Wealth Without Wallstreet; Birmingham; On-site; GBP 28,000 - 48,000; Full time

Job summary

Wealth Without Wall Street in Birmingham is seeking a Client Account Manager to nurture an existing book of clients and past prospects, calling them to serve and grow the relationship into new business with a servant-first mindset.

You will re-engage clients, run policy reviews, discuss policy loans and PUAs, and coordinate service so every client feels looked after. Strong phone skills, an active life insurance license, and HubSpot discipline are required.

Qualifications

• 2+ years in sales, account management or client relationships.
• Proven track record of hitting targets while keeping clients happy.
• Comfortable on phone and video calls all day.
• CRM discipline with HubSpot proficiency.
• Active life insurance license, or willingness to obtain within 60 days.
• Understanding of whole life insurance or Infinite Banking is a big plus.

Responsibilities

• Call existing clients and past prospects to serve and grow the relationship into new business.
• Re-engage clients who haven't heard from us and re-activate past prospects.
• Run policy reviews and discuss policy loans and PUAs; coordinate service with the ops team.
• Identify opportunities and secure the next steps with clients and IBC strategists.
• Ask for referrals and follow up to turn happy clients into conversations.
• Log calls and next steps in HubSpot and track weekly metrics.

Skills

Sales

Account management

Client relationships

CRM (HubSpot)

Phone & video calls

Life insurance license

Education

Active life insurance license

Tools

HubSpot CRM

Job description

WANTED: A Salesperson With a Servant's Heart Who Picks Up the Phone Before Anyone Tells Them To

Client Account Manager, Wealth Without Wall Street

Most salespeople fall into one of two camps.

The first camp can close, but clients feel like a number the minute the ink dries.

The second camp is lovely to talk to, but they won't ask for the business, and they let the phone sit there like it bites.

We don't want either one. We want the rare person in the middle: someone who serves first, sells because they care, and dials without a second thought.

Here's why. Over the years, thousands of business owners, investors and families have trusted Wealth Without Wall Street to help them build wealth outside the stock market. We do it with Infinite Banking (whole life insurance built for cash flow) and passive income education.

Our strategists are very good at designing and placing policies. But once a policy is in force, too many of those clients go a long time without hearing from us. That's money left on the table. Worse, it's people left on their own.

That's where you come in.

The job, in plain English:

You’ll own a book of existing clients and past prospects. Your job is to call them, serve them, and grow the relationship into new business.

You’ll:

• 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

Who should NOT apply:

Don't apply if you'd rather send a text than make a call. Skip this if asking for a referral makes you squirm. And if you see clients as commissions with names attached, this isn't your seat. Our clients can tell, and so can we.

Who you are:

• 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

What you bring:

• 2+ years in sales, account management or client relationships, ideally in insurance, financial services or wealth management
• A track record of hitting targets while keeping clients happy (bring examples)
• Comfortable on phone and video calls all day
• CRM discipline (HubSpot a plus)
• Active life insurance license, or willingness to get licensed within 60 days
• Understanding of whole life insurance or Infinite Banking is a big plus. If you don't have it, we'll teach you