Client Success Manager

Wealth Without Wallstreet • Birmingham, AL

18h • Remote

About The Position

We are seeking a Client Account Manager with a servant's heart who proactively engages with clients. Unlike typical salespeople, we want someone who prioritizes serving clients before selling, demonstrating genuine care and initiating contact without prompting. Thousands of business owners, investors, and families trust Wealth Without Wall Street for wealth building outside the stock market through Infinite Banking (whole life insurance for cash flow) and passive income education. While our strategists excel at policy design and placement, we need someone to maintain strong client relationships after policies are in force, preventing missed opportunities and ensuring clients feel supported. This role involves owning a portfolio of existing clients and past prospects, focusing on serving them to grow relationships and generate new business.

Requirements

• A servant-first mentality with a genuine desire for client success.
• Comfortable and proactive with phone communication, preferring conversations over emails.
• Willingness to ask for meetings, next steps, and referrals.
• Persistent in follow-up, ensuring nothing is overlooked.
• Motivated by results and enjoys tracking and exceeding performance metrics.
• 2+ years of experience in sales, account management, or client relationships, preferably in insurance, financial services, or wealth management.
• Proven track record of hitting targets while maintaining client satisfaction.
• Proficient with phone and video calls.
• Discipline in using CRM systems (HubSpot experience is a plus).
• Active life insurance license, or willingness to obtain one within 60 days.
• Understanding of whole life insurance or Infinite Banking is a significant advantage, though training will be provided.

Nice To Haves

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

Responsibilities

• Make frequent phone calls to engage in real conversations.
• Re-engage clients who haven't been contacted recently and past prospects who didn't complete the process.
• Conduct policy reviews, answer questions about policy loans and PUAs, and manage client service needs.
• Identify opportunities for new business, such as new capital, business sales, or family growth, and schedule follow-up meetings with IBC strategists.
• Request referrals from satisfied clients and follow up to convert them into conversations.
• Introduce clients to the Passive Income Lab when appropriate.
• Identify clients who may be disengaging and proactively contact them.
• Log all calls and next steps in HubSpot and track weekly metrics (contacts, opportunities, referrals, cases).

Benefits

• $40,000 - $50,000 base salary for stability.
• Uncapped commission on new cases and referrals (8% of each originating case, plus referral/Lab bonus).
• Engage in warm conversations with existing clients and past prospects.
• Strategists handle the technical closing, allowing focus on relationships and asking for business.
• Paid licensing (if applicable) and comprehensive training on Infinite Banking, service processes, 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