Customer Success Manager

• 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

Explore Client Success Manager at Wealth Without Wall Street. Review requirements and application details.