Client Account Manager

Job summary

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.

Job details

WANTED: A Salesperson With a Servant's Heart Who Picks Up the Phone Before Anyone Tells Them To Client Account Manager, Wealth Without Wall Street 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. Here's why. 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. Who you are: A servant first. You genuinely want your clients to win, and it shows in how you listen Phone-fearless. You'd rather have 50 real conversations than send 500 emails Not afraid to ask. You ask for the meeting, the next step and the referral, because you believe in what you're offering Relentless on follow-up. Nobody has to remind you, and nothing falls through the cracks Motivated by results. You like knowing your numbers and you like beating them What you bring: 2+ years in sales, account management or client relationships, ideally in insurance, financial services or wealth management A track record of hitting targets while keeping clients happy (bring examples) Comfortable on phone and video calls all day CRM discipline (HubSpot a plus) Active life insurance license, or willingness to get licensed within 60 days Understanding of whole life insurance or Infinite Banking is a big plus. If you don't have it, we'll teach you How to apply (read carefully, because this is the first test): You need to follow the application form below to a T, miss something you are not going to be considered. Attention to detail in this role is super imporant. Along with your résumé, we are going to ask for a short video talking about yourself, your sales background, your client services background and about a time you served a client so well that it turned into more business or a referral. Tell us what you did and what came of it. Bonus points in your video if you start it out with the words "Serve First" in the first line so we know you read this whole thing. Finalists will do a short Culture Index survey and a live role-play call. If phone calls make you nervous, this is where we'll find out. $40,000 - $50,000 base salary, so you have stability while you build Uncapped commission on every new case and referral you generate [8% of each case you originate, plus referral/Lab bonus] Warm conversations, not cold strangers. Every name in your book already knows who we are. Some already bought, and some almost did Our strategists handle the technical close, so you can focus on the relationship and the ask Paid licensing [if applicable] and full training on Infinite Banking, our service process and HubSpot A team that's growing fast, with a mission worth selling: helping families build wealth outside Wall Street Remote work

What you’ll do

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.

Requirements

Candidates must have at least 2 years of experience in sales or account management, preferably within the financial or insurance sectors. An active life insurance license is required or must be obtained within 60 days, along with strong communication skills and CRM proficiency.

Benefits

• Uncapped commission
• Paid licensing
• Full training
• Remote work

Listed skills

• Account Management · Preferred
• Sales · Preferred
• Communication · Preferred
• CRM · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales
• Account management
• Client relationships
• Insurance
• Financial services
• Wealth management
• Communication
• CRM
• HubSpot
• Life insurance
• Infinite banking
• Lead follow-up
• Referral generation
• Policy reviews
• Life Insurance License
• Sales Prospecting
• Account Management
• Customer Relationship Management
• Client Services
• English Language
• Financial Services
• Selling Techniques
• Loans
• Wealth Management
• Stock Markets
• HubSpot CRM
• Detail Oriented

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support
• Client Account Manager
• Client Relationship Manager
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products

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