Client Account Manager

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Manage a portfolio of current clients and previous prospects.

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

• Reconnect with clients who have not received communication from the company and follow up with past prospects who did not finish the process.

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

• Facilitate client service while the operations team manages documentation.

• Recognize opportunities such as new capital, business sales, and expanding families.

• Inquire with clients about the next steps and schedule appointments with IBC strategists.

• Request referrals from satisfied clients and ensure follow-up until these lead to discussions.

• Introduce clients to the Passive Income Lab when suitable.

• Identify clients at risk of leaving and proactively reach out to them.

• Record calls and next steps in HubSpot.

• Take ownership of weekly metrics including contacts, opportunities, referrals, and cases.

⛳️ Requirements

• Minimum of 2 years in sales, account management, or client relationship roles.

• Ideally, experience in insurance, financial services, or wealth management.

• Proven history of meeting targets while maintaining client satisfaction.

• Comfortable making phone and video calls throughout the day.

• Strong CRM skills; experience with HubSpot is advantageous.

• Active life insurance license or readiness to obtain one within 60 days.

• Familiarity with whole life insurance or Infinite Banking is a plus; training will be provided if necessary.

• Adhere to the application form meticulously.

• Submit a résumé along with a brief video outlining your personal background, sales experience, client services experience, and an instance of serving a client that resulted in additional business or a referral.

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

🏝️ Benefits

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

• Uncapped commission on all new cases and referrals generated (8% of each originated case, plus referral/Lab bonuses).

• Engaging conversations with existing clients and previous prospects instead of cold leads.

• Technical closing handled by strategists.

• Licensing fees covered, if applicable.

• Comprehensive training on Infinite Banking, service procedures, and HubSpot.

• Option for remote work.

• Chance to be part of a rapidly growing team dedicated to helping families build wealth outside of Wall Street.