Teams at Wealth Without Wall Street

The role requires a proactive Client Success & Underwriting Specialist to support clients during the underwriting process, ensuring clear communication, managing information submissions, and enhancing client experiences while coordinating with insurance carriers and coaches.

As a Business Developer, you'll manage leads, set appointments, qualify prospects, and provide personalized financial solutions using the Infinite Banking Concept, focusing on building wealth outside traditional systems.

Manage warm inbound and outbound calls/Zooms with pre-qualified prospects. Diagnose financial situations, determine fit for the Infinite Banking Concept, and close high-ticket coaching/product sales. Own and maintain your pipeline and CRM, meet performance metrics (25%+ close rate post-probation), and represent the brand professionally in a fully remote, high-tempo environment.