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Wealth Without Wallstreet

Freemium online financial education and coaching

Infinite Banking Sales Executive

Full-TimeUpdated on 10/17/2026
$100k - $450k
Junior
Birmingham, AL, USA
Remote
Sales & Account ManagementAccount Executive

About the job

Requirements
  • Have at least 2 years of experience closing in a high-ticket phone- or Zoom-based sales environment.
  • Already hold an insurance license or obtain one before starting.
  • Achieve a close rate of at least 25% after probation.
  • Own and manage the sales pipeline and follow-ups.
  • Maintain a stable, professional remote setup with high-speed internet, a quiet environment, and a quality camera and microphone.
  • Maintain disciplined, same-day CRM notes and real-time status updates.
  • Use emotional intelligence to understand people rather than relying on memorized scripts.
  • Be receptive to coaching and maintain a worldview aligned with the company's financial philosophy.
Responsibilities
  • Make outbound calls to set appointments and take inbound appointments with pre-qualified prospects.
  • Ask questions to understand prospects' financial, emotional, and mental circumstances and determine whether the Infinite Banking Concept and the company's approach are appropriate for them.
  • Help suitable prospects implement the Infinite Banking Concept and related policies.
  • Maintain ownership of the sales pipeline, follow up with leads, and update CRM records.
Desired Qualifications
  • Personal ownership of a whole life insurance policy.
  • Having read Becoming Your Own Banker by Nelson Nash.
  • Personal experience with real estate investing or passive income.

About the company

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Wealth Without Wallstreet

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Wealth Without Wall Street provides online financial education with free podcasts, blogs, and resources plus paid courses, coaching, and a private community to help people build wealth outside traditional Wall Street systems. Its approach centers on teaching passive income strategies and the Infinite Banking Concept, using a dividend-paying whole life policy as a personal banking system, where clients borrow against cash value to fund investments while their capital keeps growing. The company differentiates itself by focusing on non-Wall Street investment paths and offering structured coaching and community support to empower individuals to be their own banker. Its goal is to help individuals, families, and business owners achieve financial independence and gain control of their capital outside conventional financial institutions.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Vestavia Hills, Alabama

Founded

2017

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Simplify Jobs

Simplify's Take

What believers are saying

  • The September 10, 2026 podcast update shows ongoing publishing cadence and audience engagement.
  • April 2026 and July 2026 summits prove they still sell recurring premium education.
  • The May 2026 community app update signals continued product investment and retention efforts.

What critics are saying

  • IBC depends on whole-life insurance sales, drawing fee-heavy product skepticism and churn.
  • Their funnel relies on podcasts, YouTube, and events; platform changes can crush acquisition.
  • If regulators target IUL marketing claims, the trust-based business weakens fast.

What makes Wealth Without Wallstreet unique

  • Russ Morgan and Joey Muré package Infinite Banking with community and coaching since 2015.
  • Their 2026 podcast and app combine education, events, and monetized implementation support.
  • They own a niche around passive-income operating systems, not generic personal finance.

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Benefits

  • Remote Work Options