Remote Client Success & Wealth Growth Specialist

Wealth-Without-Wallstreet; Birmingham (AL); Remote; USD 40,000 - 50,000; Full time

Benefits offered by this job

Remote work

Uncapped commission

Paid licensing

Base salary $40,000 - $50,000

Job summary

Wealth Without Wall Street is seeking a Salesperson with a servant's heart to own a book of clients, call them, serve them, and grow the relationship into new business. The role emphasizes real conversations over emails, re-engagement, policy reviews, and proactive outreach.

You bring 2+ years in sales or client relationships, a track record of meeting targets, comfort on phone/video, HubSpot discipline, and a life insurance license or willingness to obtain one within 60 days.

Qualifications

• Minimum 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 experience.
• Active life insurance license or willingness to get licensed within 60 days.
• Understanding of whole life insurance or Infinite Banking is a big plus.

Responsibilities

• Own a book of existing clients and past prospects; call, serve, and grow the relationship into new business.
• Re-engage clients who haven’t heard from us; follow up with past prospects.
• Run policy reviews and answer questions about policy loans and PUAs; coordinate service.
• Uncover opportunities and book the client with an IBC strategist.
• Ask for referrals and follow up until conversations occur.
• Introduce clients to the Passive Income Lab when it fits.
• Log every call and next steps in HubSpot and track weekly numbers.

Skills

Sales experience

Account management

CRM discipline

Phone & video calls

Life insurance license

Whole life knowledge

HubSpot

Tools

HubSpot

Job description

Wealth Without Wall Street is seeking a Salesperson with a servant's heart to own a book of clients, call them, serve them, and grow the relationship into new business. The role emphasizes real conversations over emails, re-engagement, policy reviews, and proactive outreach.

You bring 2+ years in sales or client relationships, a track record of meeting targets, comfort on phone/video, HubSpot discipline, and a life insurance license or willingness to obtain one within 60 days.