Teams at Wealth Without Wall Street

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.