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Wealth Without Wallstreet

Freemium online financial education and coaching

High Ticket Closer

Account ExecutiveConfirmed live in the last 24 hours
Full-timeBirmingham, AL, USA$120k - $200k /yrRemote

About the Job

Requirements

  • Have at least 2 years of closing experience in a high-ticket, phone- or Zoom-based sales environment.
  • Achieve a close rate of at least 25% after probation.
  • Take full ownership of the sales pipeline and follow up with leads without supervision.
  • Maintain a stable, professional remote setup with high-speed internet, a quiet environment, and a quality camera and microphone.
  • Log notes in the customer relationship management system on the same day and update statuses in real time.
  • Use emotional intelligence to understand people rather than relying on memorized scripts.
  • Be coachable and receptive to feedback.
  • Believe in building wealth outside the traditional system and align with the company's stated worldview about money, freedom, and personal responsibility.

Responsibilities

  • Make outbound calls to set appointments and take inbound appointments with people interested in a Passive Income Game Plan Session.
  • Ask questions to assess prospects' financial, emotional, and mental circumstances and determine whether the Infinite Banking Concept and the company's approach are appropriate for them.
  • Present the company's offer to qualified prospects and connect them with the proposed path to financial freedom.
  • Manage the sales pipeline and follow up with leads.

Desired Qualifications

  • Personal ownership of a whole life insurance policy.
  • Reading Becoming Your Own Banker by Nelson Nash.
  • Personal experience with real estate investing or passive income.

About the Company

Wealth Without Wallstreet

Freemium online financial education and coaching

Wealth Without Wall Street provides online financial education and coaching focused on building wealth outside traditional Wall Street systems. It uses a freemium model with free podcasts, blogs, and resources plus paid courses, coaching, and a private community to teach passive-income strategies. The program emphasizes alternative investments such as land flipping, short-term rentals, private lending, and ATM funds, and centers on the Infinite Banking Concept, which uses a dividend-paying whole life policy as a personal bank. The goal is for individuals, families, and business owners to achieve financial independence by generating cash flow that covers expenses and preserving capital outside conventional financial institutions.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Vestavia Hills, AL
Founded
2017

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