Phone-First Client Success Manager

Wealth Without Wallstreet

Birmingham

On-site

GBP 28,000 - 48,000

Full time

9 days ago

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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.