Client Specialist

Do you love to win?!

Are you seeking Financial Freedom personally?

Join the team to help you get there!

Remote work with flexible hours

Access to all courses and private coaching

Paid Time off

Gym membership reimbursements

Whoop app (health monitoring) reimbursement

Grow with a team that has grown 5 times in the last 4 years!

The Big Win: Proactively lead the application process for clients starting their Infinite Banking journey.

Move applications with speed and precision to funding with clear communication with clients, insurers, and coaches.

How This Role Impacts the Company: If deals don't get funded, we don't exist as an organization.

If we can process them more quickly, the company is more successful and our clients are on their way to Financial Freedom.

Follow the application process with strong attention to detail.

Ensure we have proper licensing established in each state we are engaging in business.

Strengthen the relationship with the client through Raving Fan engagement.

Clearly understand and be able to communicate where the client is in the process to client or coach.

Proactively push the application process forward with the goals of speed and clear communication daily.

Think like an owner - Consider how you can make the process better and more efficient on a weekly basis.

Know the numbers and update reporting accordingly for those in the application process

of Days in Underwriting

Be a Learner!

Learn about different aspects of the business so you can step in where needed.

A big part of this is learning and using our systems - Monday.com, Outlook, Microsoft Teams, Dropbox, Hubspot, etc.

The Perfect person for this role :

Loves to work independently but collaborates with a team regularly.

Friendly but focused communicator with all parties.

Steady and consistent

Always looking to improve personally and for the company.

Shows up grateful and not greedy.

Has a desire to help others achieve financial freedom!

APPLY HERE: https://go.apply.ci/s/xPgUk3GS7E and email your resume to [email protected]