Client Success Manager

Who you are

What you bring

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.

Benefits

• $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

Requirements

• 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
• 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