Remote Client Growth & Success Manager

Wealth-Without-Wallstreet; United States; Remote; USD 40,000 - 50,000; Full time

Benefits offered by this job

Remote work

Paid licensing

Training on Infinite Banking and HubSp

Job summary

Wealth Without Wall Street is seeking a Client Account Manager to own an existing book of clients and past prospects. You will call, serve, and grow relationships, guiding clients through policy options and next steps. You'll be responsible for re-engaging dormant clients, performing policy reviews, and coordinating with our ops and IBC strategists to convert opportunities.

Remote work is available. We value a servant mindset, persistent follow-up, and a passion for helping families build wealth

Qualifications

• 2+ years in sales, account management or client relationships in insurance/financial services
• Proven track record of hitting targets while keeping clients happy
• Comfortable on phone and video calls all day
• CRM discipline; HubSpot experience a plus
• Active life insurance license or willingness to get licensed within 60 days
• Understanding of whole life insurance or Infinite Banking; training provided

Responsibilities

• Own a book of existing clients and past prospects; call, serve, and grow relationships
• Re-engage inactive clients and past prospects
• Run policy reviews and coordinate service with ops team
• Uncover opportunities and book clients with IBC strategists
• Ask for referrals and follow up to turn them into conversations
• Log calls and next steps in HubSpot and track weekly metrics

Skills

Phone communication

CRM discipline

Relationship building

Sales targeting

Licensing compliance

Tools

HubSpot CRM

Job description

Wealth Without Wall Street is seeking a Client Account Manager to own an existing book of clients and past prospects. You will call, serve, and grow relationships, guiding clients through policy options and next steps. You'll be responsible for re-engaging dormant clients, performing policy reviews, and coordinating with our ops and IBC strategists to convert opportunities.

Remote work is available. We value a servant mindset, persistent follow-up, and a passion for helping families build wealth