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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-timeRemote in USA$120k - $200k /yrRemote

About the Job

Requirements

  • At least 2 years of closing experience in a high-ticket, phone- or Zoom-based environment.
  • Achieve a close rate of at least 25% after probation.
  • Take full ownership of the sales pipeline and follow up independently.
  • Maintain a stable, professional remote setup with high-speed internet, a quiet environment, and a quality camera and microphone.
  • Log customer notes in the CRM the same day and update statuses in real time.
  • Demonstrate emotional intelligence and the ability to read people in sales conversations.
  • Be receptive to coaching and feedback.
  • Align with the organization's worldview about wealth-building and financial freedom.

Responsibilities

  • Make outbound calls to set appointments and take inbound appointments.
  • Ask questions to understand prospective clients' financial, emotional, and mental situations and determine whether the Infinite Banking Concept and the company's path are suitable for them.
  • Manage and follow up on the sales pipeline, recording notes and updating statuses in the CRM.

Desired Qualifications

  • Personal ownership of a whole life insurance policy, having read Becoming Your Own Banker by Nelson Nash, or 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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