Sales Executive, Infinite Banking

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🔥 0 minutes ago

🏈 Alabama – Remote

🏈 Alabama – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🤑 Sales

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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

• Make outbound calls to set appointments • Take inbound appointments • Ask probing questions to understand prospects’ financial, emotional, and mental situations • Diagnose whether the Infinite Banking Concept and the company’s path are appropriate for each prospect • Help qualified prospects implement the Infinite Banking Concept • Serve as the bridge between prospects’ current financial situations and their desired financial freedom • Own and work the sales pipeline • Follow up independently without being chased • Maintain CRM discipline by logging notes the same day and updating statuses in real time • Conduct emotionally intelligent, consultative sales conversations without relying on robotic scripts

🎯 Requirements

• Minimum 2+ years closing in a high-ticket, phone/Zoom-based environment • Must already have an insurance license or obtain it before starting • 25%+ close rate after probation • Full ownership of the sales pipeline and follow-up process • Stable, professional remote setup with high-speed internet, quiet environment, quality camera, and microphone • Same-day CRM note logging and real-time status updates • Emotional intelligence and ability to read people without relying on scripts • Coachable attitude and strong listening skills • Belief in building wealth outside the traditional system • Alignment with the company’s worldview regarding personal responsibility, financial freedom, and Wall Street • Proven sales performance and high-ticket sales experience • Whole life insurance, Nelson Nash’s “Becoming Your Own Banker,” real estate investing, or passive income experience are bonuses

🏖️ Benefits

• 100% commission, uncapped • 30% of all first year revenue generated from the policy • 25% of all renewal revenue • OTE of $100K–$200K+ in the 1st year • OTE of $200K–$450K++ in the 2nd year • Direct access to Russ Morgan and Joey Muré • Elite-level sales coaching from closers who've done eight figures in this exact niche • 100% remote work • Pre-qualified, warm inbound leads • Genuine pathway to freedom backed by a decade of results