Jobs at Wealth Without Wall Street

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.

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.

Edit long-form podcast and interview footage into high-performing short-form videos for social platforms; design and post carousels; own publishing calendar; use AI to speed production; track analytics and recommend optimizations; spot trends and execute with minimal direction.

The Sales Manager will master sales processes, build and train a sales team, and take ownership of departmental performance and revenue. Must drive results and foster a high-performance culture.

Player-coach sales leader who closes deals, masters company scripts and CRM, audits and optimizes processes, hires and trains a 4–6 person sales team, runs coaching and performance tracking, and ultimately owns and scales the sales department and revenue.

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.