Phone-Driven Client Success & Growth Manager

Wealth Without Wallstreet; United States; Remote; USD 70,000 - 100,000; Full time

Job summary

Wealth Without Wall Street in the United States is seeking a Salesperson who puts clients first. You will own a book of clients and past prospects, calling to serve, upsell, and deepen relationships with a focus on Infinite Banking and wealth education.

The role emphasizes phone-first outreach, re-engagement, policy reviews, and referrals, with HubSpot logging and weekly metrics. If you have a servant mindset, are phone-confident, and want to grow through client service, apply now.

Qualifications

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

Responsibilities

• Call existing clients and past prospects to serve and grow the relationship.
• Re-engage inactive clients and past prospects to move them forward.
• Run policy reviews, answer questions about policy loans and PUAs.
• Identify opportunities and book clients with IBC strategists.
• Ask for referrals and follow up until conversations are booked.
• Introduce clients to the Passive Income Lab when it fits.
• Log calls and next steps in the CRM and track weekly numbers.

Skills

Sales experience

Phone conversations

Client relationships

HubSpot CRM

Insurance knowledge

Licensing willingness

Education

Life insurance license

Tools

HubSpot

Job description

Wealth Without Wall Street in the United States is seeking a Salesperson who puts clients first. You will own a book of clients and past prospects, calling to serve, upsell, and deepen relationships with a focus on Infinite Banking and wealth education.

The role emphasizes phone-first outreach, re-engagement, policy reviews, and referrals, with HubSpot logging and weekly metrics. If you have a servant mindset, are phone-confident, and want to grow through client service, apply now.