Wealth Without Wall Street in the United Kingdom is seeking a Client Account Manager to own a book of existing clients and past prospects. You will call, serve, and grow the relationship into new business, prioritizing real conversations over emails.
You’ll re-engage dormant clients, run policy reviews, discuss loans/PUAs, and coordinate with our ops team to ensure every client feels looked after. This is a phone-first, results-driven role with HubSpot CRM and weekly performance tracking.
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Phone-Driven Client Growth Specialist in Birmingham employer: Wealth Without Wallstreet
Wealth Without Wall Street is an exceptional employer that prioritises a supportive and dynamic work culture, allowing you to thrive in a fully remote environment. With access to pre-qualified leads and elite coaching, employees are empowered to grow their skills and achieve meaningful success while enjoying the flexibility of remote work. Join us to be part of a team that values trust, collaboration, and personal development.
