Wealth Without Wall Street
Finance • Fintech • B2C
Wealth Without Wall Street is a financial education company that empowers individuals to achieve financial freedom through a structured plan. They guide users on a 3-step path that starts with creating a vision of financial freedom, identifying their investor profile, and providing step-by-step support. The company's strategies focus on increasing cash flow and managing debt, helping clients shift their mindset to prioritize passive income over traditional income methods.
Sales Development Representative
Job not on LinkedIn
November 14
Wealth Without Wall Street
Finance • Fintech • B2C
Wealth Without Wall Street is a financial education company that empowers individuals to achieve financial freedom through a structured plan. They guide users on a 3-step path that starts with creating a vision of financial freedom, identifying their investor profile, and providing step-by-step support. The company's strategies focus on increasing cash flow and managing debt, helping clients shift their mindset to prioritize passive income over traditional income methods.
📋 Description
• Reach out to inbound leads via phone, text, and email (no cold calling strangers!) • Listen to each person’s story and help them find the next right step • Schedule discovery calls for our coaches and wealth strategists • Manage and track your pipeline in our CRM (HubSpot) • Collaborate with our marketing and coaching teams to improve how we connect and convert
🎯 Requirements
• You’re a natural communicator who loves people and believes in our mission • You’re confident on the phone and comfortable handling objections with empathy • You’re driven, goal-oriented, and thrive in a results-based environment • You’re organized, self-motivated, and comfortable working remotely • Experience in sales, customer service, or financial coaching is a plus — but passion and attitude matter more
🏖️ Benefits
• Be part of a movement that’s changing how people think about money and freedom • Competitive pay with performance-based bonuses (your effort = your reward) • Work remotely from anywhere in the U.S. • Access to world-class personal finance education and coaching • A culture built on faith, family, and freedom — not corporate politics
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