Explore 5 Jobs at Wealth Without Wallstreet

Client Experience Manager

Wealth Without Wallstreet

CA (Remote)

Posted 16 days ago

The Client Experience Manager manages a book of existing clients and past prospects, re-engaging them through frequent calls, conducting policy reviews, coordinating service, and identifying opportunities for additional business and referrals. The role also involves introducing suitable clients to passive-income education, tracking calls and performance metrics in HubSpot, and working remotely alongside strategists who handle technical policy placement.

Client Account Manager

Wealth Without Wallstreet

CA (Remote)

Posted 16 days ago

The Client Account Manager manages existing clients and past prospects through frequent phone outreach, policy reviews, service coordination, and follow-up. The role focuses on identifying opportunities for additional business, generating referrals, booking clients with strategists, and tracking activity and results in HubSpot.

Client Success Manager

Wealth Without Wallstreet

CA (Remote)

Posted 16 days ago

The Client Success Manager owns a book of existing clients and past prospects, re-engaging them, conducting policy reviews, coordinating service, and identifying opportunities for additional business. The role is phone-focused and includes generating referrals, booking clients with strategists, introducing relevant clients to Passive Income Lab, and tracking calls and performance metrics in HubSpot.

High Ticket Closer

Wealth Without Wallstreet

CA (Remote)

Posted 4 months ago

The High Ticket Closer conducts phone and Zoom conversations with pre-qualified leads, assesses whether the company's wealth-building program is suitable, and closes sales while managing their own pipeline and CRM records. The role is fully remote and commission-based, with a focus on high-ticket sales and helping prospective clients understand the company's financial strategies.

Business Developer

Wealth Without Wallstreet

CA (Remote)

Posted 5 months ago

The Business Developer conducts calls and appointment-setting with pre-qualified leads, assesses whether the company’s wealth-building approach fits their needs, and closes suitable prospects. The role requires a proven high-ticket phone or Zoom sales record, disciplined pipeline and CRM management, and a remote professional setup; compensation is 100% commission.