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Wealth Without Wallstreet

Freemium online financial education and coaching

Infinite Banking Sales Executive

Account ExecutiveConfirmed live in the last 24 hours
Full-timeBirmingham, AL, USA$100k - $450kRemote

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

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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