Teams at Wealth Without Wall Street

Coordinate life insurance underwriting cases from application submission through policy delivery. Gather documents, manage medical exams and carrier requirements, track workflows, and proactively communicate updates to clients, coaches, and carriers. Support policyholder service requests, maintain CRM records, coordinate onboarding, and help ensure a clear, reassuring client experience. The role is remote, initially 25–35 hours weekly, with potential for full-time growth.

Own a portfolio of existing clients and past prospects, re-engage relationships, conduct policy reviews, answer questions, identify new business opportunities, request referrals, schedule strategist meetings, and track activity in HubSpot. The role requires frequent phone conversations, persistent follow-up, client service, sales accountability, and an active or obtainable life insurance license.

Own and grow a book of existing clients and past prospects through frequent phone conversations, policy reviews, service coordination, referrals, and identifying new business opportunities. The role requires disciplined CRM tracking, persistent follow-up, relationship-focused selling, and booking qualified clients with wealth strategists. Responsibilities also include introducing suitable clients to passive-income education and managing performance metrics such as contacts, opportunities, referrals, and cases.