Client Account Manager

This is a fully remote position, open to applicants in Alabama.

📋 Description

• Manage a portfolio of existing clients and former prospects

• Conduct regular phone calls and engage in meaningful conversations with clients

• Reconnect with inactive clients and past prospects who did not complete the process

• Perform policy reviews and address inquiries regarding policy loans and PUAs

• Collaborate with the operations team to ensure efficient client service and paperwork handling

• Spot opportunities such as new capital, business sales, or expanding families

• Promote the next steps and schedule appointments with IBC strategists

• Request referrals from satisfied clients and follow up to convert them into conversations

• Introduce clients to the Passive Income Lab when suitable

• Identify clients who may be at risk of leaving and reach out to them proactively

• Record every call and subsequent steps in HubSpot

• Manage weekly metrics, including contacts, opportunities, referrals, and cases

⛳️ Requirements

• Minimum of 2 years in sales, account management, or client relations, preferably in insurance, financial services, or wealth management

• Proven history of achieving targets while maintaining client satisfaction

• Comfortable with phone and video calls throughout the day

• Strong CRM skills; experience with HubSpot is advantageous

• Active life insurance license, or a commitment to obtain one within 60 days

• Knowledge of whole life insurance or Infinite Banking is a significant advantage; training will be provided

• Submission of a résumé is required

• A brief video introducing yourself, outlining your sales and client service experience, and sharing a specific example of how you served a client effectively, resulting in additional business or a referral

• Final candidates will need to complete a Culture Index survey and participate in a live role-play call

• Strong attention to detail in completing the application form

🏝️ Benefits

• Base salary ranging from $40,000 to $50,000

• Uncapped commission on every new case and referral [8% on each case you originate, plus referral/Lab bonus]

• Engaging conversations with warm leads, not cold prospects

• Our strategists take care of the technical closing, allowing you to concentrate on relationship building and follow-up

• Paid licensing [if applicable]

• Comprehensive training on Infinite Banking, our service process, and HubSpot

• Join a rapidly growing team with a meaningful mission: assisting families in building wealth outside of Wall Street

• Opportunity for remote work