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Added 11 mins ago
NP
FTS Assistant Manager (Greater Toronto Area)
Nippon Paint Automotive Americas, Inc.
Toronto, ON
- Full-time
The Field Technical Service Assistant Manager provides leadership and direction for the regional Field Technical Service (FTS) team, supporting customer relationships, technical service…
Added 28 mins ago
S
Analyst Level 2, HPLC - 12 Month Contract
SGS
Markham, ON
- Full-time
Perform additional assigned lab duties and periodically update Department Manager and/or Group Leader on the status.
Added 28 mins ago
A
Laboratory Assistant, Specialty Assay-1
ALS
North Vancouver, BC · CAN - BC - North Vancouver
- Full-time
As a Lab Assistant, your primary role will be to assist with the preparation, analysis, and disposal of client samples and under supervision perform routine laboratory procedures.
Added 28 mins ago
A
Laboratory Assistant
ALS
North Vancouver, BC · CAN - BC - North Vancouver
- Full-time
Report all safety concerns to the Supervisor or Manager and participate in incident investigations when required
Added 1 hour ago
S
Analyst Level 2, HPLC - 12 Month Contract
SGS
Markham, ON
- $29 to $34 CAD / hour
- Full-time
Perform additional assigned lab duties and periodically update Department Manager and/or Group Leader on the status.
Added 1 hour ago
S
Analyst Level 2, HPLC - 12 Month Contract
SGS
Markham, ON
- $29 to $34 CAD / hour
- Full-time
Perform additional assigned lab duties and periodically update Department Manager and/or Group Leader on the status.
Added 1 hour ago
FS
Technician, Quality Control
Fresh Start Foods Canada Ltd.
Milton, ON · Fresh Start East Milton Administration-Ontario-FSE
- Full-time
Ensure cleaning procedures are followed and sample submission to 3rd party lab for micro testing.
Added 1 hour ago
LC
Quality Supervisor
Lactalis Canada
Ingleside, ON
- Full-time
The Quality Supervisor is responsible for supervising the operations of the Quality lab including Technicians, lab procedures, documentation control, and the maintenance of lab equipment…
Added 2 hours ago
DC
R&D Formulation Co-op
Danaher Corporation
Vancouver, BC · CAN - Vancouver - Cytiva
- Full-time
This position reports to the Senior Manager, Formulation, and is part of the R&D Formulation team located in Vancouver, BC. This is an on-site, lab-based role.
Added 4 hours ago
N
Hospital Lab Instrument Sales Manager
NPAworldwide
Toronto, ON
- Full-time
5 years of hands-on successful business development / sales experience, preferably in the niche Toronto Hospital Clinical Lab Diagnostics Laboratory sector.
Added 4 hours ago
Community Health Nurse - Registered Nurse - Tri-cities Home Health
Fraser Health
BC · Tri-Cities / Coquitlam / Port Coquitlam / Port Moody, British Columbia
Added 5 hours ago
EB
Key Holder - Jo Malone London - Parttime - Chinook Centre - Calgary AB
ELC Beauty LLC
Calgary, AB
- Part-time
…under brand names including: Estée Lauder, Aramis, Clinique, Lab Series, Origins, M·A·C, La Mer, Bobbi Brown Cosmetics, Aveda, Jo Malone London, Bumble and bumble, Darphin Paris, TOM FORD,…
Added 6 hours ago
A
General Assistant
ALS
Fort St. John, BC · CAN - BC - Fort St John
- Full-time
General duties to support lab operations (can require client communication, sample login, shipping of samples and bottles);
Added 6 hours ago
Maintenance Technician
ALS
Sudbury, ON · CAN - ON - Sudbury
…transporting samples, picking up supplies and running errands for the…
Added 6 hours ago
A
Lab Technician/Technologist
AtkinsRéalis
Saskatoon, SK
- Full-time
…laboratory team in Saskatoon, Saskatchewan. This role reports to the Lab Operations Manager and supports construction materials, geotechnical, and Geomechanical testing programs through…
Added 9 hours ago
A
Lab Technician/Technologist
AtkinsRéalis
Saskatoon, SK
- Full-time
…laboratory team in Saskatoon, Saskatchewan. This role reports to the Lab Operations Manager and supports construction materials, geotechnical, and Geomechanical testing programs through…
Added 9 hours ago
A
Lab Technician/Technologist
AtkinsRéalis
Saskatoon, SK
- Full-time
…laboratory team in Saskatoon, Saskatchewan. This role reports to the Lab Operations Manager and supports construction materials, geotechnical, and Geomechanical testing programs through…
Added 9 hours ago
S
Coordinator, Workplace Health
Sanya’k̓ula
Vancouver, BC
- Full-time
Reporting to the Manager, Workplace Health, the Workplace Health Coordinator provides effective case management and administrative support for the Disability Management process for an…
Added 10 hours ago
R|
Clerical Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Good judgment is shown in advising the Program Manager and/or delegate of unusual situations or issues,
Added 11 hours ago
HH
Sr.Lab Technologist
Hamilton Health Sciences
Hamilton, ON
- Full-time
Acts as a key resource to technical staff, technical specialist, laboratory manager and medical staff on technical operation and theory of testing and results
Added 12 hours ago
FH
Community Health Nurse - Registered Nurse - Tri-cities Home Health
Fraser Health Authority
Port Moody, BC
- $41.42 to $59.52 CAD / hour
- Other
Added 14 hours ago
EL
Full-Time Key Holder - AVEDA Ottawa Rideau, Ottawa, ON
Estée Lauder Companies
Ottawa, ON
- Full-time
…under brand names including: Estée Lauder, Aramis, Clinique, Lab Series, Origins, M·A·C, La Mer, Bobbi Brown Cosmetics, Aveda, Jo Malone London, Bumble and bumble, Darphin Paris, TOM FORD,…
Added 15 hours ago
AL
Mineralogist
AGAT Laboratories
Calgary, AB
- Full-time
Communication with other team members and project manager
Added 16 hours ago
Warehouse Associate
Bureau Veritas
Vancouver, BC
Maintain lab requirements of supplies when needed and transport samples/rejects into warehouse storage
Added 16 hours ago
WW
Client Account Manager
Wealth Without Wallstreet
Remote, Canada
- Full-time
- Remote
Client Account Manager, Wealth Without Wall Street

Wealth Without Wallstreet

Client Experience Manager

Remote, Canada

Remote

$40,000 - $50,000 base salary, so you have stability while you build · Full-time

Apply About employer

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Job details

Pay: $40,000 - $50,000 base salary, so you have stability while you build
Job type: Full-time
Workplace: Remote
Posting language: English
Posted: Oct 6, 2026

Original job description

WANTED: A Salesperson With a Servant's Heart Who Picks Up the Phone Before Anyone Tells Them To

Client Account Manager, Wealth Without Wall Street

Most salespeople fall into one of two camps.

The first camp can close, but clients feel like a number the minute the ink dries.

The 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.

We 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.

Here'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.

Our 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.

That's where you come in.

The 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.

You'll:

Pick up the phone. A lot. Your day revolves around real conversations, not emails you hope get answered
Re-engage clients who haven't heard from us in a while, and past prospects who didn't finish the process
Run policy reviews, answer questions about policy loans and PUAs, and quarterback service so every client feels looked after. Our ops team handles the paperwork
Uncover 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
Ask every happy client for referrals, and follow up until they turn into conversations
Introduce clients to our Passive Income Lab when it fits
Spot clients drifting away and get on the phone before they leave
Log every call and next step in HubSpot, and own your weekly numbers: contacts, opportunities, referrals, cases

Who 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.

Who you are:

A servant first. You genuinely want your clients to win, and it shows in how you listen
Phone-fearless. You'd rather have 50 real conversations than send 500 emails
Not afraid to ask. You ask for the meeting, the next step and the referral, because you believe in what you're offering
Relentless on follow-up. Nobody has to remind you, and nothing falls through the cracks
Motivated by results. You like knowing your numbers and you like beating them

What you bring:

2+ years in sales, account management or client relationships, ideally in insurance, financial services or wealth management
A track record of hitting targets while keeping clients happy (bring examples)
Comfortable on phone and video calls all day
CRM discipline (HubSpot a plus)
Active life insurance license, or willingness to get licensed within 60 days
Understanding of whole life insurance or Infinite Banking is a big plus. If you don't have it, we'll teach you

How to apply (read carefully, because this is the first test):

You 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.

Along 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.

Bonus 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.

Finalists 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.

$40,000 - $50,000 base salary, so you have stability while you build
Uncapped commission on every new case and referral you generate [8% of each case you originate, plus referral/Lab bonus]
Warm conversations, not cold strangers. Every name in your book already knows who we are. Some already bought, and some almost did
Our strategists handle the technical close, so you can focus on the relationship and the ask
Paid licensing [if applicable] and full training on Infinite Banking, our service process and HubSpot
A team that's growing fast, with a mission worth selling: helping families build wealth outside Wall Street
Remote work

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More about this job

Responsibilities

You will manage a book of existing clients and past prospects by conducting regular phone outreach to re-engage them and identify new business opportunities. Your role involves running policy reviews, answering client questions, and coordinating with the operations team to ensure high-quality service.

Requirements

Candidates must have at least 2 years of experience in sales or account management, preferably within the financial or insurance sectors. You must be comfortable with high-volume phone and video communication and possess or be willing to obtain an active life insurance license.

Skills

Sales
Account management
Client relationships
Insurance
Financial services
Wealth management
Phone communication
Video calls
CRM
HubSpot
Life insurance
Infinite Banking
Lead generation
Referral management
Policy reviews

Benefits

Uncapped commission
Paid licensing
Full training
Remote work

Remote locations

Canada

Remote locations (standardized)

Canada

Visa sponsorship

Not detected in the job text

Keywords

Sales
Account Management
Client Experience
Wealth Management
Infinite Banking
Whole Life Insurance
HubSpot
CRM
Lead Generation
Referrals
Policy Reviews
Financial Services
Remote Work
Client Retention
Passive Income
Insurance Licensing

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