Client Account Manager

Wealth Without Wall Street

. Own a book of existing clients and past prospects .

Posted 10/7/2026full-timeRemote • United States, CanadaJuniorMid-Level💰 $40,000 - $50,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, sales strategies, and effective communication, with a strong focus on achieving targets and maintaining client satisfaction. Proficient in utilizing CRM tools like HubSpot to track interactions and opportunities.

Highest-signal resume keywords

Client Relationship ManagementSales ExperienceHubSpot ProficiencyActive Life Insurance LicenseWhole Life Insurance Knowledge

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

SalesAccount ManagementClient EngagementPolicy ReviewsOpportunity IdentificationReferral GenerationMetrics Tracking

Soft Skills

CommunicationProactive OutreachClient Service

Tools & Technologies

HubSpot

Certifications & Qualifications

Active Life Insurance License

Industry Keywords

InsuranceFinancial ServicesWealth ManagementInfinite Banking

About the role

Key responsibilities & impact

Own a book of existing clients and past prospects
Make frequent phone calls and hold real client conversations
Re-engage clients who have not heard from the company and past prospects who did not complete the process
Run policy reviews and answer questions about policy loans and PUAs
Coordinate client service while the operations team handles paperwork
Identify opportunities such as new capital, business sales, and growing families
Ask clients for the next step and book appointments with IBC strategists
Ask satisfied clients for referrals and follow up until they become conversations
Introduce clients to the Passive Income Lab when appropriate
Identify clients at risk of leaving and proactively contact them
Log calls and next steps in HubSpot
Own weekly metrics including contacts, opportunities, referrals, and cases

Requirements

What you’ll need

2+ years in sales, account management, or client relationships
Insurance, financial services, or wealth management experience ideally
Track record of hitting targets while keeping clients happy
Comfortable on phone and video calls all day
CRM discipline; HubSpot is a plus
Active life insurance license, or willingness to obtain one within 60 days
Understanding of whole life insurance or Infinite Banking is a plus; training provided if needed
Follow the application form carefully
Submit a résumé and short video covering personal background, sales background, client services background, and an example of serving a client that led to more business or a referral
Finalists must complete a Culture Index survey and live role-play call

Benefits

Comp & perks

$40,000 - $50,000 base salary
Uncapped commission on every new case and referral generated (8% of each case originated, plus referral/Lab bonus)
Warm conversations with existing clients and past prospects rather than cold leads
Strategists handle the technical close
Paid licensing, if applicable
Full training on Infinite Banking, service processes, and HubSpot
Remote work
Opportunity to join a fast-growing team with a mission focused on helping families build wealth outside Wall Street