Wealth Without Wall Street is seeking a Client Account Manager to own an existing book of clients and past prospects. You will call, serve, and grow relationships, guiding clients through policy options and next steps. You'll be responsible for re-engaging dormant clients, performing policy reviews, and coordinating with our ops and IBC strategists to convert opportunities.
Remote work is available. We value a servant mindset, persistent follow-up, and a passion for helping families build wealth
#J-18808-LjbffrRemote Client Growth & Success Manager in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.