Phone-First Client Success Manager

Wealth Without Wall Street in Birmingham is seeking a Client Account Manager to nurture an existing book of clients and past prospects, calling them to serve and grow the relationship into new business with a servant-first mindset.

You will re-engage clients, run policy reviews, discuss policy loans and PUAs, and coordinate service so every client feels looked after. Strong phone skills, an active life insurance license, and HubSpot discipline are required.

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