Client Success, Underwriting Specialist

🕒 May 14

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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

• Coordinate life insurance applications from submission through final policy delivery • Gather and organize client information needed for successful carrier submission • Submit applications and supporting documents to insurance carriers • Coordinate medical exams, labs, APS requests, and underwriting requirements • Communicate proactively with clients regarding outstanding requirements • Follow up consistently with carriers to keep cases moving efficiently • Help coaches prepare clients for underwriting expectations and next steps • Coordinate policy delivery and funding logistics • Assist with onboarding clients into our systems and community after policy placement • Serve as a trusted guide and point of contact for clients throughout the underwriting process • Translate carrier communication into clear, professional, client-friendly messaging • Maintain a calm, professional, and reassuring presence during underwriting challenges • Provide timely updates and proactive communication to both clients and coaches • Assist existing policyholders with service-related requests • Coordinate carrier service forms and policy changes when needed • Maintain accurate CRM notes and pipeline updates • Track tasks, workflows, and follow-ups inside company systems • Collaborate closely with coaches and operations leadership

🎯 Requirements

• Strong written and verbal communication skills • Reliable high-speed internet and home office setup • Comfortable working remotely and independently • Available during core Central Time business hours • Comfortable on Zoom and in a collaborative remote environment • Ability to manage multiple moving pieces simultaneously • Proficiency with technology and willingness to learn new systems quickly • Experience with any of the following is helpful, but not required: • - HubSpot • - Slack • - Outlook • - Monday.com • - Dropbox • - Insurance carrier portals • - Customer service or client success experience • - Life insurance or underwriting operations • No insurance license is required for this role.

🏖️ Benefits

• Fully remote position • Flexible scheduling environment • Meaningful, mission-driven work • Strong team culture and support • Access to company educational resources and training • Opportunity for long-term growth as the company scales • A team that values relationships, ownership, communication, and continuous learning