Teams at Wealth Without Wall Street

The role requires a proactive Client Success & Underwriting Specialist to support clients during the underwriting process, ensuring clear communication, managing information submissions, and enhancing client experiences while coordinating with insurance carriers and coaches.

As a Business Developer, you'll manage leads, set appointments, qualify prospects, and provide personalized financial solutions using the Infinite Banking Concept, focusing on building wealth outside traditional systems.

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.