Jobs at Wealth Without Wall Street

Serve as the first contact for inbound prospects: make ~150 outbound calls daily, respond quickly to leads, qualify needs, schedule advisor appointments, follow up, rebook missed meetings, and maintain accurate HubSpot CRM records while meeting activity goals and participating in coaching.

Manage warm inbound and outbound calls/Zooms with pre-qualified prospects. Diagnose financial situations, determine fit for the Infinite Banking Concept, and close high-ticket coaching/product sales. Own and maintain your pipeline and CRM, meet performance metrics (25%+ close rate post-probation), and represent the brand professionally in a fully remote, high-tempo environment.

The role requires a proactive Client Success & Underwriting Specialist to support clients during the underwriting process, ensuring clear communication, managing information submissions, and enhancing client experiences while coordinating with insurance carriers and coaches.

The Business Developer conducts sales calls with pre-qualified leads, diagnosing their financial situations and promoting the Infinite Banking Concept. This involves achieving a minimum sales close rate and managing a personal sales pipeline responsibly.

As a Business Developer, you'll manage leads, set appointments, qualify prospects, and provide personalized financial solutions using the Infinite Banking Concept, focusing on building wealth outside traditional systems.