Teams at Wealth Without Wall Street

Own and grow a portfolio of existing clients and past prospects through frequent phone conversations, policy reviews, follow-up, referrals, and relationship development. Identify new business opportunities, schedule meetings with IBC strategists, introduce relevant education programs, and track contacts, opportunities, referrals, and cases in HubSpot. The role requires strong client service, sales initiative, CRM discipline, and an active or obtainable life insurance license.

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.