Client Success Manager

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

📋 Description

• Manage a portfolio of current 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 finalize their processes.

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

• Facilitate service coordination to ensure clients feel valued while the operations team manages the paperwork.

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

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

• Request referrals from satisfied clients and follow up until they lead to conversations.

• Introduce clients to the Passive Income Lab when suitable.

• Re-engage clients who may be considering leaving.

• Document every call and next steps in HubSpot.

• Take ownership of 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 track record of achieving targets while maintaining client satisfaction.

• Comfortable making phone and video calls throughout the day.

• CRM experience; familiarity with HubSpot is an advantage.

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

• Knowledge of whole life insurance or Infinite Banking is a significant plus.

• Résumé required.

• A brief video introducing yourself, discussing your sales and client services experience, along with an example of exceptional client service that resulted in additional business or referrals.

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

🏝️ Benefits

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

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

• Engaging conversations with warm leads, not cold calls.

• Technical closing handled by our strategists, allowing you to focus on relationship-building and making requests.

• Paid licensing [if applicable].

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

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

• Opportunity for remote work.