Client Success Manager

Wealth Without Wall Street

. Own a book of existing clients and past prospects .

Posted 10/7/2026full-timeRemote • Alabama • United StatesJuniorMid-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 performance, and insurance knowledge, with a strong focus on proactive communication and follow-up. Capable of utilizing CRM tools like HubSpot to track metrics and enhance client engagement.

Highest-signal resume keywords

Client Relationship ManagementSales PerformanceInsurance KnowledgeHubSpot CRM ProficiencyActive Life Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SalesAccount ManagementClient EngagementPolicy ReviewsWhole Life Insurance UnderstandingInfinite Banking Knowledge

Soft Skills

Servant-First Client OrientationPhone-Fearless CommunicationRelentless Follow-UpAttention to DetailResults-Oriented Mindset

Tools & Technologies

HubSpot

Certifications & Qualifications

Active Life Insurance License

Industry Keywords

InsuranceFinancial ServicesWealth ManagementClient RetentionReferral Generation

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 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 them with IBC strategists
Request referrals from happy clients and follow up on referral opportunities
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 get licensed within 60 days
Understanding of whole life insurance or Infinite Banking is a big plus
Must submit a résumé and short application video
Finalists must complete a Culture Index survey and live role-play call
Servant-first client orientation
Phone-fearless and willing to make frequent calls
Willingness to ask for meetings, next steps, and referrals
Relentless follow-up and attention to detail
Results-oriented and comfortable tracking performance numbers

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 strangers
Strategists handle the technical close
Paid licensing, if applicable
Full training on Infinite Banking, service process, and HubSpot
Remote work
Mission-driven team helping families build wealth outside Wall Street