Client Success Manager

🔥 0 minutes ago

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

💵 $40k - $50k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🚫👨‍🎓 No degree required

👻 Ghost score 22%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Wealth Without Wall Street

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2017

💸 Finance

💳 Fintech

👥 B2C

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

• Own a book of existing clients and past prospects • Make frequent phone calls and hold real client conversations • Re-engage inactive clients and past prospects who did not complete the process • Run policy reviews and answer questions about policy loans and PUAs • Coordinate service so clients feel looked after while the operations team handles paperwork • Identify opportunities such as new capital, business sales, or growing families • Ask for the next step and book clients with IBC strategists • Ask satisfied clients for referrals and follow up until they become conversations • Introduce clients to the Passive Income Lab when appropriate • Re-engage clients who may be leaving • Log every call and next step in HubSpot • Own weekly metrics including contacts, opportunities, referrals, and cases

🎯 Requirements

• 2+ years in sales, account management or client relationships, ideally in insurance, financial services or wealth management • Track record of hitting targets while keeping clients happy • Comfortable on phone and video calls all day • CRM discipline; HubSpot is 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 • Résumé required • Short video discussing yourself, sales background, client services background, and an example of serving a client so well it generated more business or a referral • Finalists must complete a short Culture Index survey and live role-play call

🏖️ Benefits

• $40,000 - $50,000 base salary • Uncapped commission on every new case and referral [8% of each case you originate, plus referral/Lab bonus] • Warm conversations, not cold strangers • Our strategists handle the technical close, so you can focus on the relationship and the ask • Paid licensing [if applicable] • 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