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Infinite Banking Sales Executive

3 hours, 1 minute ago
United States
Full-time
Junior
Account Executive
Sales and Business Development
CRM
Apply Now
Wealth Without Wall Street

Wealth Without Wall Street

Wealth Without Wall Street provides educational resources and strategies aimed at helping individuals achieve financial freedom by teaching them how to grow wealth and invest wisely, enabling them to prioritize their time and family over traditional wo...

Capital Markets
1-10
Founded 2017
View All Jobs 5

Description

  • Make outbound calls and handle inbound appointments with workshop attendees and interested prospects.
  • Conduct financial discovery conversations to understand prospects’ financial, emotional, and personal circumstances.
  • Assess whether the Infinite Banking Concept and the company’s implementation path are appropriate for each prospect.
  • Explain the strategy and guide qualified clients toward policy implementation without pressure-based selling.
  • Own and consistently follow up on the sales pipeline using the company CRM.
  • Maintain same-day notes and real-time CRM status updates.
  • Represent the company professionally in phone and Zoom conversations.
  • Collaborate with company leadership and sales coaches to improve performance and conversion rates.

Requirements

  • At least 2 years of high-ticket sales experience in a phone- or Zoom-based environment.
  • Proven sales performance supported by measurable results.
  • Active insurance license, or willingness to obtain one before starting.
  • Ability to achieve and maintain a 25%+ close rate after probation.
  • Experience independently managing and following up on a sales pipeline.
  • Strong emotional intelligence and ability to adapt conversations rather than rely on rigid scripts.
  • Coachable, accountable approach with strong listening skills.
  • Belief in building wealth outside traditional financial systems and alignment with the company’s worldview.
  • Stable professional remote setup, including high-speed internet, quiet workspace, quality camera, and microphone.
  • Knowledge of whole life insurance, Infinite Banking, Nelson Nash’s work, real estate investing, or passive income is preferred.
  • Existing whole life policy or personal experience with real estate investing or passive income is preferred.

Benefits

  • 100% uncapped commission compensation.
  • 20% of first-year revenue generated from each policy.
  • 15% of renewal revenue.
  • Estimated first-year OTE of $100,000–$200,000+ and second-year OTE of $200,000–$450,000+.
  • 100% remote work environment.
  • Warm, pre-qualified inbound leads.
  • Elite sales coaching from experienced closers in the niche.
  • Direct access to company founders Russ Morgan and Joey Muré.
  • Opportunity to build recurring income through a growing book of business.

Interested in this position?

Apply directly on the company website

Apply Now

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