Client Success 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 strong client relationship management and sales skills, with a focus on re-engaging clients and generating referrals. Proficient in using CRM tools like HubSpot to track metrics and manage client interactions effectively.

Highest-signal resume keywords

Client Relationship ManagementSales ExperienceHubSpot ProficiencyActive Life Insurance LicenseWhole Life Insurance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

SalesAccount ManagementClient EngagementPolicy ReviewsReferral GenerationMetrics TrackingOpportunity IdentificationService CoordinationPhone CommunicationVideo Communication

Soft Skills

Interpersonal SkillsCommunication SkillsProblem-SolvingCustomer Service OrientationPersuasiveness

Tools & Technologies

HubSpot

Certifications & Qualifications

Active Life Insurance License

Industry Keywords

InsuranceFinancial ServicesWealth ManagementInfinite BankingPolicy Loans

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 inactive clients and past prospects who did not complete 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 satisfied clients for referrals and follow up until they become conversations
Introduce clients to the Passive Income Lab when appropriate
Re-engage clients who may be leaving
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
Résumé required
Short video discussing yourself, sales background, client services background, and an example of serving a client so well it generated more business or a referral
Finalists must complete a short 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 [8% of each case you originate, plus referral/Lab bonus]
Warm conversations, not cold strangers
Our strategists handle the technical close, so you can focus on the relationship and the ask
Paid licensing [if applicable]
Full training on Infinite Banking, our service process and HubSpot
A team that's growing fast, with a mission worth selling: helping families build wealth outside Wall Street
Remote work