Client Experience Manager

Wealth Without Wallstreet

7d • $40,000 - $50,000 • Remote

About The Position

Wealth Without Wall Street is seeking a Client Account Manager with a servant's heart who is proactive in client engagement and sales. This role is for a rare individual who serves first, sells because they care, and is comfortable making phone calls without being prompted. The company helps business owners, investors, and families build wealth outside the stock market through Infinite Banking (whole life insurance for cash flow) and passive income education. The strategists are skilled in policy design, but there's a gap in post-policy follow-up, leaving clients feeling unsupported and opportunities missed. This position aims to bridge that gap by owning a book of existing clients and past prospects, focusing on serving them and growing relationships into new business.

Requirements

• 2+ years in sales, account management, or client relationships, ideally in insurance, financial services, or wealth management.
• A proven track record of hitting targets while maintaining client satisfaction.
• Comfortable conducting phone and video calls throughout the day.
• Discipline in using CRM systems (HubSpot experience is a plus).
• Active life insurance license, or willingness to obtain one within 60 days.
• Genuine desire to serve clients first and help them succeed.
• Comfort and preference for making phone calls over sending emails.
• Willingness to ask for meetings, next steps, and referrals.
• Strong follow-up skills with meticulous attention to detail.
• Motivated by results and enjoys tracking and exceeding performance numbers.

Nice To Haves

• Understanding of whole life insurance or Infinite Banking.
• Experience with HubSpot CRM.

Responsibilities

• Call existing clients and past prospects regularly to foster relationships and identify new business opportunities.
• Re-engage clients who haven't been contacted recently and past prospects who did not complete the process.
• Conduct policy reviews, answer questions regarding policy loans and PUAs, and ensure clients feel well-supported, with the operations team handling paperwork.
• Identify opportunities such as new capital, business sales, or growing families, and schedule follow-up meetings with IBC strategists.
• Actively seek referrals from satisfied clients and follow up until they result in conversations.
• Introduce clients to the Passive Income Lab when appropriate.
• Proactively identify and contact clients who may be disengaging.
• Log all calls and next steps in HubSpot and track weekly performance metrics including contacts, opportunities, referrals, and cases.

Benefits

• Base salary of $40,000 - $50,000 for stability.
• Uncapped commission on new cases and referrals (8% of each originated case, plus referral/Lab bonus).
• Warm conversations with existing clients and prospects.
• Support from strategists for the technical close, allowing focus on relationships and the ask.
• Paid licensing (if applicable).
• Full training on Infinite Banking, service processes, and HubSpot.
• Opportunity to be part of a fast-growing team with a mission-driven purpose.

What This Job Offers

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