Client Experience 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

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Demonstrates expertise in client relationship management and sales within the insurance and financial services sectors, with a strong focus on client retention and proactive engagement strategies. Proficient in utilizing CRM tools like HubSpot to track interactions and opportunities effectively.

Highest-signal resume keywords

Client Relationship ManagementSales Target AchievementActive Life Insurance LicenseHubSpot CRM ProficiencyWhole Life Insurance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SalesAccount ManagementClient EngagementPolicy ReviewOpportunity IdentificationReferral GenerationMetrics Tracking

Soft Skills

Attention to DetailCommunicationProactive Problem Solving

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 finish the process
Run policy reviews and answer questions about policy loans and PUAs
Coordinate service so clients feel looked after while the operations team handles paperwork
Identify opportunities such as new capital, business sales, or growing families
Ask for the next step and book clients with IBC strategists
Ask happy 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 contact them proactively
Log every call and next step 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, ideally in insurance, financial services or wealth management
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 get licensed within 60 days
Understanding of whole life insurance or Infinite Banking is a big plus; training is provided
Must submit a résumé and short video discussing 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
Strong attention to detail in the application process

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, not cold strangers
Strategists handle the technical close
Paid licensing (if applicable)
Full training on Infinite Banking, service process and HubSpot
Remote work
Mission-driven work helping families build wealth outside Wall Street