Client Success Manager

Client Account Manager

WANTED: A salesperson with a servant's heart who picks up the phone before anyone tells them to.

Most salespeople fall into one of two camps. The first camp can close, but clients feel like a number the minute the ink dries. The second camp is lovely to talk to, but they won't ask for the business, and they let the phone sit there like it bites. We don't want either one. We want the rare person in the middle: someone who serves first, sells because they care, and dials without a second thought.

Over the years, thousands of business owners, investors, and families have trusted Wealth Without Wall Street to help them build wealth outside the stock market. We do it with Infinite Banking (whole life insurance built for cash flow) and passive income education. Our strategists are very good at designing and placing policies. But once a policy is in force, too many of those clients go a long time without hearing from us. That's money left on the table. Worse, it's people left on their own. That's where you come in.

The job, in plain English: You'll own a book of existing clients and past prospects. Your job is to call them, serve them, and grow the relationship into new business.

You'll:

• Pick up the phone. A lot. Your day revolves around real conversations, not emails you hope get answered.
• Re-engage clients who haven't heard from us in a while, and past prospects who didn't finish the process.
• Run policy reviews, answer questions about policy loans and PUAs, and quarterback service so every client feels looked after. Our ops team handles the paperwork.
• Uncover opportunities (new capital, a business sale, a growing family) and ask for the next step. Then book the client with one of our IBC strategists.
• Ask every happy client for referrals , and follow up until they turn into conversations.
• Introduce clients to our Passive Income Lab when it fits.
• Spot clients drifting away and get on the phone before they leave.
• Log every call and next step in HubSpot, and own your weekly numbers: contacts, opportunities, referrals, cases.

Who should NOT apply: Don't apply if you'd rather send a text than make a call. Skip this if asking for a referral makes you squirm. And if you see clients as commissions with names attached, this isn't your seat. Our clients can tell, and so can we.

Wealth Without Wallstreet