Wealth Without Wall Street in Birmingham is seeking a Client Account Manager to nurture an existing book of clients and past prospects, calling them to serve and grow the relationship into new business with a servant-first mindset.
You will re-engage clients, run policy reviews, discuss policy loans and PUAs, and coordinate service so every client feels looked after. Strong phone skills, an active life insurance license, and HubSpot discipline are required.
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Phone-First Client Success Manager 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.
