Most people don't understand how money works so they give it away to others. Start learning and having it work for you
Birmingham, AL
Wealth Without Wall Street is an online community that seeks to re-educate business owners & families how money truly works. Wall Street is not just a street in NY, NY that puts American’s money at risk but it is also a commonly taught mindset. The Wall Street mindset separates both families & business owners from their money while others get to use it for their advantage. Our goal is to teach these same people a better way to grow wealth that is without Wall Street & in their control. The secret to doing this is having your money work for you, not someone else. You can achieve this through passive income sources without Wall Street. We educate American business owners & families how to achieve financial freedom through blogs, downloadable resources & our podcast, The Wealth Without Wall Street Podcast.
Remote · Canada
You will manage a book of existing clients and past prospects by conducting regular phone calls to re-engage them and uncover new business opportunities. Your role involves running policy reviews, providing service support, and actively seeking referrals to grow the client relationship.
Remote · Canada
You will manage a book of existing clients and past prospects to re-engage them, run policy reviews, and identify new business opportunities. Your role involves consistent phone outreach to build relationships, secure referrals, and coordinate with strategists to close new cases.
Remote · Canada
You will manage a book of existing clients and past prospects by conducting regular phone outreach to re-engage them and identify new business opportunities. Your role involves running policy reviews, answering client questions, and coordinating with the operations team to ensure high-quality service.
Remote · Canada
Manage a pipeline of pre-qualified leads to conduct Passive Income Game Plan Sessions via phone and Zoom. Diagnose financial needs and close high-ticket sales for the Infinite Banking Concept strategy.
Remote · Canada
Manage a pipeline of pre-qualified leads to conduct Passive Income Game Plan Sessions via phone and Zoom. Diagnose financial needs and convert qualified prospects into clients using the Infinite Banking Concept.
