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Added 2 mins ago
Part-Time Receptionist / Administrator
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Maintain accurate and up-to-date client information in our CRM
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BG
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- Full-time
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Added 22 mins ago
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account executive
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- $70,000 to $175,000 CAD / year
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Added 2 hours ago
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…adoption of AI technologies, digital tools, learning platforms, CRM systems, sales enablement technologies, and workplace productivity…
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Hamilton, ON · Mississauga, ON · Oakville, ON · Toronto, ON · Montreal, QC
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Added 5 hours ago
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Added 7 hours ago
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office administrator
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Added 8 hours ago
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Added 8 hours ago
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Added 8 hours ago
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Added 9 hours ago
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Wealth Without Wallstreet

Client Success Manager

Remote, Canada

Remote

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

Apply About employer

Applications open in a new tab.

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

Apply About employer

More about this job

Responsibilities

You will manage a book of existing clients and past prospects to re-engage them, run policy reviews, and identify new business opportunities. Your role involves consistent phone outreach to build relationships, secure referrals, and coordinate with strategists to close new cases.

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 communication, possess strong CRM discipline, and either hold or be willing to obtain a life insurance license.

Skills

Sales
Account management
Client relationships
Insurance
Financial services
Wealth management
HubSpot
CRM
Communication
Follow-up
Negotiation
Referral generation
Policy reviews
Infinite Banking

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 Success
Wealth Management
Insurance
Infinite Banking
HubSpot
CRM
Lead Generation
Referrals
Policy Reviews
Financial Services
Remote Work
Client Retention
Business Development
Life Insurance License
Passive Income
Relationship Management

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