Jobs at Wealth Without Wall Street

Coordinate life insurance underwriting cases from application submission through policy delivery. Gather documents, manage medical exams and carrier requirements, track workflows, and proactively communicate updates to clients, coaches, and carriers. Support policyholder service requests, maintain CRM records, coordinate onboarding, and help ensure a clear, reassuring client experience. The role is remote, initially 25–35 hours weekly, with potential for full-time growth.

Own and grow a book of existing clients and past prospects through frequent phone conversations, policy reviews, service coordination, referrals, and identifying new business opportunities. The role requires disciplined CRM tracking, persistent follow-up, relationship-focused selling, and booking qualified clients with wealth strategists. Responsibilities also include introducing suitable clients to passive-income education and managing performance metrics such as contacts, opportunities, referrals, and cases.

Own and grow a book of existing clients and past prospects through frequent phone conversations, policy reviews, service coordination, referrals, and new-business opportunities. The role requires disciplined CRM tracking, persistent follow-up, target ownership, and collaboration with strategists. Candidates should have sales or account-management experience, strong client-service skills, an active life insurance license or willingness to obtain one, and comfort with phone and video calls.

Own and grow a book of existing clients and past prospects through frequent phone conversations, policy reviews, service coordination, follow-up, referrals, and identifying new business opportunities. The role requires logging activity in HubSpot, managing weekly performance metrics, booking clients with strategists, introducing relevant education programs, and preventing client attrition. Candidates should be service-oriented, phone-confident, results-driven, and comfortable asking for referrals and next steps.

As a Business Developer, you'll manage leads, set appointments, qualify prospects, and provide personalized financial solutions using the Infinite Banking Concept, focusing on building wealth outside traditional systems.

Manage warm inbound and outbound calls/Zooms with pre-qualified prospects. Diagnose financial situations, determine fit for the Infinite Banking Concept, and close high-ticket coaching/product sales. Own and maintain your pipeline and CRM, meet performance metrics (25%+ close rate post-probation), and represent the brand professionally in a fully remote, high-tempo environment.