Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 4 days ago

Client Account Manager

Workable (global search)108,016 open roles

Where
Birmingham, AL, United States
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowClient Account ManagerWorkable (global search) · Birmingham, AL, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workable (global search)'s own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 4 days ago

Workable (global search) median: 7 days open

The posting

WANTED: A Salesperson With a Servant's Heart Who Picks Up the Phone Before Anyone Tells Them To

Client Account Manager, Wealth Without Wall Street

Most salespeople fall into one of two camps.

The first camp can close, but clients feel like a number the minute the ink dries.

The second camp is lovely to talk to, but they won't ask for the business, and they let the phone sit there like it bites.

We don't want either one. We want the rare person in the middle: someone who serves first, sells because they care, and dials without a second thought.

Here's why. Over the years, thousands of business owners, investors and families have trusted Wealth Without Wall Street to help them build wealth outside the stock market. We do it with Infinite Banking (whole life insurance built for cash flow) and passive income education.

Our strategists are very good at designing and placing policies. But once a policy is in force, too many of those clients go a long time without hearing from us. That's money left on the table. Worse, it's people left on their own.

That's where you come in.

The job, in plain English: You'll own a book of existing clients and past prospects. Your job is to call them, serve them, and grow the relationship into new business.

You'll:

  • Pick up the phone. A lot. Your day revolves around real conversations, not emails you hope get answered
  • Re-engage clients who haven't heard from us in a while, and past prospects who didn't finish the process
  • Run policy reviews, answer questions about policy loans and PUAs, and quarterback service so every client feels looked after. Our ops team handles the paperwork
  • Uncover opportunities (new capital, a business sale, a growing family) and ask for the next step. Then book the client with one of our IBC strategists
  • Ask every happy client for referrals, and follow up until they turn into conversations
  • Introduce clients to our Passive Income Lab when it fits
  • Spot clients drifting away and get on the phone before they leave
  • Log every call and next step in HubSpot, and own your weekly numbers: contacts, opportunities, referrals, cases

Who should NOT apply: Don't apply if you'd rather send a text than make a call. Skip this if asking for a referral makes you squirm. And if you see clients as commissions with names attached, this isn't your seat. Our clients can tell, and so can we.

Requirements

Who you are:

  • A servant first. You genuinely want your clients to win, and it shows in how you listen
  • Phone-fearless. You'd rather have 50 real conversations than send 500 emails
  • Not afraid to ask. You ask for the meeting, the next step and the referral, because you believe in what you're offering
  • Relentless on follow-up. Nobody has to remind you, and nothing falls through the cracks
  • Motivated by results. You like knowing your numbers and you like beating them

What you bring:

  • 2+ years in sales, account management or client relationships, ideally in insurance, financial services or wealth management
  • A track record of hitting targets while keeping clients happy (bring examples)
  • Comfortable on phone and video calls all day
  • CRM discipline (HubSpot a plus)
  • Active life insurance license, or willingness to get licensed within 60 days
  • Understanding of whole life insurance or Infinite Banking is a big plus. If you don't have it, we'll teach you

How to apply (read carefully, because this is the first test):

You need to follow the application form below to a T, miss something you are not going to be considered. Attention to detail in this role is super imporant.

Along with your résumé, we are going to ask for a short video talking about yourself, your sales background, your client services background and about a time you served a client so well that it turned into more business or a referral. Tell us what you did and what came of it.

Bonus points in your video if you start it out with the words "Serve First" in the first line so we know you read this whole thing.

Finalists will do a short Culture Index survey and a live role-play call. If phone calls make you nervous, this is where we'll find out.

Benefits

  • $40,000 - $50,000 base salary, so you have stability while you build
  • Uncapped commission on every new case and referral you generate [8% of each case you originate, plus referral/Lab bonus]
  • Warm conversations, not cold strangers. Every name in your book already knows who we are. Some already bought, and some almost did
  • Our strategists handle the technical close, so you can focus on the relationship and the ask
  • Paid licensing [if applicable] and full training on Infinite Banking, our service process and HubSpot
  • A team that's growing fast, with a mission worth selling: helping families build wealth outside Wall Street
  • Remote work
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Workable (global search)'s own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Workable (global search)'s form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Workable (global search)'s answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.