W

Wealth Without Wallstreet

Freemium online financial education and coaching

Business Developer

Full-Time
$120k - $200k/yr
Junior, Mid
Remote in USA
Remote
Sales & Account ManagementAccount Executive

About the job

Requirements
  • A minimum of 2 years of experience closing high-ticket sales in a phone- or Zoom-based environment.
  • A demonstrated sales track record with measurable results.
  • The ability to achieve a close rate of at least 25% after probation.
  • The ability to take full ownership of the sales pipeline and independently follow up with leads.
  • A stable, professional remote setup with high-speed internet, a quiet environment, and a quality camera and microphone.
  • The ability to maintain disciplined customer relationship management practices, including same-day notes and real-time status updates.
  • The ability to diagnose whether the Infinite Banking Concept and the company's path are appropriate for a prospect.
  • Strong emotional intelligence and the ability to read people rather than rely on memorized scripts.
  • The ability to accept coaching and apply feedback.
  • Alignment with the company's worldview regarding financial freedom and wealth building outside the traditional financial system.
Responsibilities
  • Make outbound calls to pre-qualified prospects and take inbound appointments.
  • Ask diagnostic questions to understand prospects' financial, emotional, and personal situations.
  • Determine whether the company's Infinite Banking Concept and pathway are a suitable fit for each prospect.
  • Present qualified prospects with the appropriate next steps and facilitate their access to the company's offering.
  • Own and work the sales pipeline, including following up with leads.
  • Record call notes on the same day and update customer relationship management statuses in real time.
  • Represent the brand professionally during phone and Zoom conversations.
Desired Qualifications
  • Experience selling software as a service, solar, or another high-ticket product.
  • 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.
  • Familiarity with the Infinite Banking Concept and whole life insurance.

About the company

W

Wealth Without Wallstreet

View

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

Get referred to Wealth Without Wallstreet

See people who can refer or advise you

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.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Remote Work Options