Client Success Manager

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

📋 Description

• Manage a portfolio of current clients and previous prospects.

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

• Reconnect with inactive clients and former prospects who did not finalize their processes.

• Perform policy reviews and respond to inquiries regarding policy loans and PUAs.

• Oversee client service while the operations team manages documentation.

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

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

• Solicit referrals from satisfied clients and pursue referral opportunities.

• Introduce clients to the Passive Income Lab when suitable.

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

• Document calls and subsequent steps in HubSpot.

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

⛳️ Requirements

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

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

• Proven history of achieving targets while maintaining client satisfaction.

• Comfortable engaging on phone and video calls throughout the day.

• Strong CRM skills; familiarity with HubSpot is advantageous.

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

• A solid understanding of whole life insurance or Infinite Banking is highly beneficial.

• Submission of a résumé and a brief application video is required.

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

• A servant-first approach to client service is essential.

• Fearless with phone communication and willing to make frequent calls.

• Openness to asking for meetings, next steps, and referrals.

• Persistent follow-up and keen attention to detail are required.

• Results-focused and comfortable with tracking performance metrics.

🏝️ Benefits

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

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

• Engaging discussions with existing clients and previous prospects rather than cold outreach.

• Strategists manage the technical closing process.

• Licensing fees covered, if applicable.

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

• Opportunity for remote work.

• Be part of a mission-driven team dedicated to helping families build wealth outside of Wall Street.