Client Account Manager

Wealth Without Wallstreet • Birmingham, AL

7d • $40,000 - $50,000 • Remote

About The Position

We are seeking a Client Account Manager with a servant's heart who is proactive in reaching out to clients. This role is for someone who serves first, sells because they care, and makes calls without hesitation. Wealth Without Wall Street helps business owners, investors, and families build wealth outside the stock market through Infinite Banking (whole life insurance built for cash flow) and passive income education. While our strategists are skilled at policy design and placement, we need someone to ensure clients stay engaged after their policy is in force. You will own a book of existing clients and past prospects, calling them to serve them and grow the relationship into new business. This involves re-engaging clients and prospects, conducting policy reviews, answering questions, quarterbacking service, uncovering opportunities, asking for next steps, securing referrals, and introducing clients to our Passive Income Lab. You will also be responsible for identifying clients who may be drifting away and proactively reaching out, as well as logging all interactions and tracking weekly numbers in HubSpot.

Requirements

• 2+ years in sales, account management, or client relationships, ideally in insurance, financial services, or wealth management.
• A 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.

Nice To Haves

• Someone who would rather send a text than make a call should not apply.
• Someone who is uncomfortable asking for a referral should not apply.
• Clients should not be seen as commissions with names attached.

Responsibilities

• Pick up the phone frequently for real conversations.
• Re-engage clients who haven't heard from us and past prospects who didn't finish the process.
• Run policy reviews, answer questions about policy loans and PUAs, and manage client service.
• Uncover opportunities and ask for the next step, then book clients with IBC strategists.
• Ask happy clients for referrals and follow up until they turn into conversations.
• Introduce clients to our Passive Income Lab when appropriate.
• Identify and contact clients who may be drifting away.
• Log every call and next step in HubSpot and track weekly metrics (contacts, opportunities, referrals, cases).

Benefits

• $40,000 - $50,000 base salary.
• Uncapped commission on every new case and referral generated (8% of each case originated, plus referral/Lab bonus).
• Warm conversations with existing clients and past prospects.
• Technical closing handled by strategists, allowing focus on relationships and the ask.
• Paid licensing (if applicable) and full training on Infinite Banking, service process, and HubSpot.
• Opportunity to join a fast-growing team with a mission to help families build wealth outside Wall Street.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed