Client Experience Manager
New
W
Wealth Without Wall StreetWealth management
United States. CanadaFull-TimeManager
Salary$40,000 - $50,000 base salary; Uncapped commission on every new case and referral [8% of each case you originate, plus referral/Lab bonus]
Apply NowOpens the employer's application page
Job Details
- Experience
- 2+ years in sales, account management or client relationships
- Required Skills
- HubSpotAccount ManagementCRM
Requirements
- Have 2+ years of experience in sales, account management, or client relationships.
- Bring experience ideally in insurance, financial services, or wealth management.
- Demonstrate a track record of hitting targets while keeping clients happy.
- Be comfortable on phone and video calls throughout the day.
- Maintain disciplined CRM practices; HubSpot experience is a plus.
- Hold an active life insurance license or be willing to get licensed within 60 days.
- Understanding of whole life insurance or Infinite Banking is a plus.
Responsibilities
- Call existing clients and past prospects to re-engage them and develop the relationship.
- Conduct policy reviews and answer questions about policy loans and PUAs.
- Coordinate client service, with the operations team handling paperwork.
- Identify opportunities such as new capital, a business sale, or a growing family, and ask for the next step.
- Book clients with an IBC strategist when an opportunity arises.
- Ask satisfied clients for referrals and follow up with them.
- Introduce clients to the Passive Income Lab when appropriate.
- Contact clients who may be disengaging to address their needs.
- Log calls and next steps in HubSpot and track weekly contacts, opportunities, referrals, and cases.
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