Infinite Banking Sales Executive
About The Position
Wealth Without Wall Street is seeking a highly motivated and results-driven Infinite Banking Sales Executive. This role is for individuals who are passionate about helping business owners, real estate investors, doctors, and high-earning professionals achieve financial freedom through the Infinite Banking Concept. The company focuses on teaching clients to become their own bank and generate passive income, moving away from traditional 401(k) models. The sales executive will be responsible for connecting with pre-qualified individuals who have expressed interest in the company's strategies, diagnosing their financial needs, and guiding them towards implementing the Infinite Banking Concept. This is a high-responsibility role focused on building bridges to financial independence for clients.
Requirements
- Proven sales background with a minimum of 2+ years closing in a high-ticket, phone/Zoom-based environment.
- Possession of a valid insurance license, or willingness to obtain one before starting.
- Demonstrated ability to achieve a 25%+ close rate after probation.
- Full ownership of your pipeline; self-motivated to follow up without external chasing.
- Ability to live the message: genuine belief in building wealth outside the traditional system.
- Stable, professional remote setup with high-speed internet, a quiet environment, and quality camera/mic.
- CRM discipline: logging notes the same day and updating statuses in real-time.
- Emotional intelligence and the ability to read humans, rather than relying solely on scripts.
- A coachable ego with strong opinions that are loosely held.
- A worldview that aligns with the company's philosophy: belief in personal responsibility for freedom, skepticism of Wall Street for most families, and belief in earning compensation.
- Evidence of a sales background that proves resilience and a track record that doesn't need inflation.
Nice To Haves
- Already own a whole life policy.
- Have read 'Becoming Your Own Banker' by Nelson Nash.
- Personal experience with real estate investing or passive income.
- Experience in SaaS, solar, or similar industries (for those seeking a change).
Responsibilities
- Make outbound calls and take inbound appointments to connect with pre-qualified individuals.
- Conduct in-depth conversations to understand clients' financial, emotional, and mental situations.
- Diagnose whether the Infinite Banking Concept and the company's approach are a suitable fit for potential clients.
- Guide clients who are a good fit towards implementing the IBC strategy.
- Act as a bridge between clients' current financial situations and their desired future of financial freedom.
- Maintain CRM discipline by logging notes and updating statuses in real-time.
- Work within a high-tempo environment that involves moving, measuring, and adjusting strategies.
Benefits
- 100% commission with uncapped earning potential.
- 30% of all first-year revenue generated from the policy.
- 25% of all renewal revenue.
- Potential first-year earnings of $100K–$200K+.
- Potential second-year earnings of $200K - $450K++.
- Opportunity to build a book of business with recurring income streams (passive income).
- A mission that matters: helping thousands of families achieve real financial freedom.
- Direct access to company founders Russ Morgan and Joey Muré.
- Elite-level sales coaching from experienced closers.
- 100% remote work flexibility (location independent).
- Access to pre-qualified, warm inbound leads.
- A genuine product with a proven track record.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
