Teams at Wealth Without Wall Street

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.