Remote Client Success & Wealth Advisor

Wealth-Without-Wallstreet; United States; Teletrabalho; USD 40 000 - 50 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Remote work

Uncapped commissions

Paid licensing

Training on Infinite Banking

Resumo da oferta

Wealth Without Wall Street is seeking a Salesperson with a servant's heart to own a book of clients and past prospects. Your day will be filled with real conversations, re-engagement, policy reviews, and proactive follow-ups to grow the relationship and book new business.

You will be supported by our strategy team, with uncapped commissions, paid licensing, and remote work. A life insurance license is required or you must obtain one within 60 days.

Qualificações

• 2+ years in sales, account management or client relationships.
• Track record of hitting targets while keeping clients happy.
• 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.

Responsabilidades

• You'll own a book of existing clients and past prospects, call, serve, and grow relationships.
• You'll re-engage clients who haven't heard from us and past prospects.
• Run policy reviews and answer questions about policy loans and PUAs.
• Uncover opportunities and ask for the next step, booking with IBC strategists.
• Ask for referrals and follow up until conversations form.
• Introduce clients to Passive Income Lab when it fits.
• Spot clients drifting away and call before they leave.
• Log every call and next steps in HubSpot; manage weekly metrics.

Conhecimentos

Phone conversations

Relationship building

CRM discipline

Active listening

Formação académica

Life insurance license

Ferramentas

HubSpot

Descrição da oferta de emprego

Wealth Without Wall Street is seeking a Salesperson with a servant's heart to own a book of clients and past prospects. Your day will be filled with real conversations, re-engagement, policy reviews, and proactive follow-ups to grow the relationship and book new business.

You will be supported by our strategy team, with uncapped commissions, paid licensing, and remote work. A life insurance license is required or you must obtain one within 60 days.