Client Account Manager
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]
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Job Details
- Experience
- 2+ years in sales, account management or client relationships
- Required Skills
- HubSpotAccount Management
Requirements
- Have 2+ years of experience in sales, account management, or client relationships.
- Bring examples of hitting targets while keeping clients happy.
- Be comfortable handling phone and video calls throughout the day.
- Maintain disciplined CRM records; HubSpot experience is a plus.
- Hold an active life insurance license or be willing to obtain one within 60 days.
- Insurance, financial services, or wealth management experience is preferred.
- Understanding of whole life insurance or Infinite Banking is a plus.
Responsibilities
- Manage a book of existing clients and past prospects.
- Call clients and prospects to re-engage them and develop relationships.
- Run 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 book clients with an IBC strategist.
- Ask happy clients for referrals and follow up with them.
- Introduce clients to the Passive Income Lab when appropriate.
- Contact clients who appear to be drifting away.
- Log calls and next steps in HubSpot and track weekly contacts, opportunities, referrals, and cases.
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