{"id":1582930,"url":"https://alion.io/job/wealth-without-wallstreet-client-account-manager","title":"Client Account Manager","company":{"id":8952,"name":"Wealth Without Wallstreet","domain":"wealthwithoutwallstreet.com","url":"https://alion.io/company/wealth-without-wallstreet","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":{"grade":"B","score":75,"open_postings":3,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-13T05:45:00Z"}},"role":"Marketing","role_family":"Marketing","seniority":null,"employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Birmingham, United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":40000,"max":50000,"currency":"USD","period":"year","gross":null,"usd_annual":50000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"HubSpot","optional":false}],"status":"live","first_seen_at":"2026-09-30T00:00:00Z","employer_posted_date":"2026-09-30","last_verified_at":"2026-10-14T01:37:29Z","board_verified":true,"closed_at":null,"days_open":14,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":14},"description":"WANTED: A Salesperson With a Servant's Heart Who Picks Up the Phone Before Anyone Tells Them To\nClient Account Manager, Wealth Without Wall Street\nMost salespeople fall into one of two camps.\nThe first camp can close, but clients feel like a number the minute the ink dries.\nThe second camp is lovely to talk to, but they won't ask for the business, and they let the phone sit there like it bites.\nWe don't want either one. We want the rare person in the middle: someone who serves first, sells because they care, and dials without a second thought.\nHere's why. Over the years, thousands of business owners, investors and families have trusted Wealth Without Wall Street to help them build wealth outside the stock market. We do it with Infinite Banking (whole life insurance built for cash flow) and passive income education.\nOur strategists are very good at designing and placing policies. But once a policy is in force, too many of those clients go a long time without hearing from us. That's money left on the table. Worse, it's people left on their own.\nThat's where you come in.\nThe job, in plain English: You'll own a book of existing clients and past prospects. Your job is to call them, serve them, and grow the relationship into new business.\nYou'll:\n Pick up the phone. A lot. Your day revolves around real conversations, not emails you hope get answered\nRe-engage clients who haven't heard from us in a while, and past prospects who didn't finish the process\nRun policy reviews, answer questions about policy loans and PUAs, and quarterback service so every client feels looked after. Our ops team handles the paperwork\nUncover opportunities (new capital, a business sale, a growing family) and ask for the next step. Then book the client with one of our IBC strategists\nAsk every happy client for referrals, and follow up until they turn into conversations\nIntroduce clients to our Passive Income Lab when it fits\nSpot clients drifting away and get on the phone before they leave\nLog every call and next step in HubSpot, and own your weekly numbers: contacts, opportunities, referrals, cases\nWho should NOT apply: Don't apply if you'd rather send a text than make a call. Skip this if asking for a referral makes you squirm. And if you see clients as commissions with names attached, this isn't your seat. Our clients can tell, and so can we.\nRequirements\nWho you are:\nA servant first. You genuinely want your clients to win, and it shows in how you listen\nPhone-fearless. You'd rather have 50 real conversations than send 500 emails\nNot afraid to ask. You ask for the meeting, the next step and the referral, because you believe in what you're offering\nRelentless on follow-up. Nobody has to remind you, and nothing falls through the cracks\nMotivated by results. You like knowing your numbers and you like beating them\nWhat you bring:\n2+ years in sales, account management or client relationships, ideally in insurance, financial services or wealth management\nA track record of hitting targets while keeping clients happy (bring examples)\nComfortable on phone and video calls all day\nCRM discipline (HubSpot a plus)\nActive life insurance license, or willingness to get licensed within 60 days \nUnderstanding of whole life insurance or Infinite Banking is a big plus. If you don't have it, we'll teach you\nHow to apply (read carefully, because this is the first test):\nYou need to follow the application form below to a T, miss something you are not going to be considered. Attention to detail in this role is super imporant.\nAlong with your résumé, we are going to ask for a short video talking about yourself, your sales background, your client services background and about a time you served a client so well that it turned into more business or a referral. Tell us what you did and what came of it.\nBonus points in your video if you start it out with the words \"Serve First\" in the first line so we know you read this whole thing.\nFinalists will do a short Culture Index survey and a live role-play call. If phone calls make you nervous, this is where we'll find out.\nBenefits\n$40,000 - $50,000 base salary, so you have stability while you build\nUncapped commission on every new case and referral you generate [8% of each case you originate, plus referral/Lab bonus]\nWarm conversations, not cold strangers. Every name in your book already knows who we are. Some already bought, and some almost did\nOur strategists handle the technical close, so you can focus on the relationship and the ask\nPaid licensing [if applicable] and full training on Infinite Banking, our service process and HubSpot\n A team that's growing fast, with a mission worth selling: helping families build wealth outside Wall Street\nRemote work","description_format":"text","description_chars":4730,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Life insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Personal Finance Apps & Education","Financial News & Media"],"lifecycle":[{"event":"open","at":"2026-10-01T13:39:46Z"}],"visa":[],"liveness":{"score":76,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.849,"p_room":0.9,"age_days":13,"expected_fill_days":33,"reasons":["conf:2","win:mid"],"computed_at":"2026-10-13T05:45:00Z"},"pay":{"stated_usd_annual":50000,"is_top_pay":false},"html_url":"https://alion.io/job/wealth-without-wallstreet-client-account-manager","json_url":"https://alion.io/job/wealth-without-wallstreet-client-account-manager.json","meta":{"generated_at":"2026-10-14T04:57:23Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":6953,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":8952},"rest":"https://alion.io/mcp/rest/get_company?id=8952"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fwealth-without-wallstreet-client-account-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fwealth-without-wallstreet-client-account-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fwealth-without-wallstreet-client-account-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/wealth-without-wallstreet-client-account-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fwealth-without-wallstreet-client-account-manager"}]}