Client Experience Manager

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

📋 Description

• Manage a portfolio of existing clients and former prospects.

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

• Reconnect with clients who have not been in touch with the company and follow up with past prospects who did not complete the process.

• Perform policy reviews and provide answers regarding policy loans and PUAs.

• Ensure clients feel valued while the operations team manages paperwork.

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

• Propose the next steps and schedule appointments with IBC strategists.

• Request referrals from satisfied clients and follow up until they turn into conversations.

• Introduce clients to the Passive Income Lab when suitable.

• Proactively reach out to clients at risk of leaving.

• Record every call and next steps in HubSpot.

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

⛳️ Requirements

• Minimum of 2 years experience 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.

• Proficient in CRM systems; experience with HubSpot is an advantage.

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

• Knowledge of whole life insurance or Infinite Banking is highly advantageous; training will be provided.

• Candidates must submit a résumé and a brief video outlining their personal background, sales experience, client service history, and an example of serving a client that resulted in additional business or a referral.

• Finalists will be required to complete a Culture Index survey and participate in a live role-play call.

• Strong attention to detail is essential during the application process.

🏝️ Benefits

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

• Unlimited commission on each new case and referral generated (8% of each originated case, plus referral/Lab bonus).

• Engaging conversations with warm leads, not cold contacts.

• Technical closing handled by strategists.

• Paid licensing (if applicable).

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

• Opportunity for remote work.

• Mission-driven work focused on helping families build wealth outside of Wall Street.