Teams at Wealth Without Wall Street

Serve as the first contact for inbound prospects: make ~150 outbound calls daily, respond quickly to leads, qualify needs, schedule advisor appointments, follow up, rebook missed meetings, and maintain accurate HubSpot CRM records while meeting activity goals and participating in coaching.

Player-coach sales leader who closes deals, masters company scripts and CRM, audits and optimizes processes, hires and trains a 4–6 person sales team, runs coaching and performance tracking, and ultimately owns and scales the sales department and revenue.

Manage warm inbound and outbound calls/Zooms with pre-qualified prospects. Diagnose financial situations, determine fit for the Infinite Banking Concept, and close high-ticket coaching/product sales. Own and maintain your pipeline and CRM, meet performance metrics (25%+ close rate post-probation), and represent the brand professionally in a fully remote, high-tempo environment.