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:
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.
Requirements
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
Guide enterprise SaaS clients through adoption and growth by owning account health, strengthening stakeholder relationships, demonstrating platform value, and coordinating cross-functional solutions that improve retention and expansion.
Own enterprise client relationships from onboarding through expansion, lead research engagements that turn strategic questions into actionable insights, and shape the playbooks and product feedback that scale client service.
Own post-sales success for commercial customers by leading technical onboarding, driving product adoption and time-to-value, managing stakeholder relationships, and coordinating internal teams to resolve issues and support renewals.
Guide institutional clients across APAC in adopting and optimizing digital asset products, building strategic relationships, driving renewals and expansion, and coordinating with internal teams to improve customer outcomes.
Own hotel partner relationships from contract through onboarding and ongoing account management, improving adoption and retention while bringing customer feedback into product decisions and building scalable success processes.
