Note: The job is a remote job and is open to candidates in USA. Wealth Without Wall Street helps business owners, real estate investors, doctors, and high-earning professionals build passive income through the Infinite Banking Concept. The Infinite Banking Sales Executive engages warm, pre-qualified leads through outbound and inbound calls, diagnoses their financial needs, and determines whether the company's strategy is right for them. The role also requires managing the sales pipeline, maintaining CRM discipline, and helping qualified prospects implement the strategy.
Responsibilities
- Your job is to pickup the phone, set appointments by making outbound calls and take inbound appointments
- Ask the kind of questions most salespeople and people in our industry are too soft to ask
- Find out where they really are financially, emotionally, mentally. Diagnose whether IBC and our path is actually right for them
- And if it is? You hand them the keys
- Full ownership of your pipeline. Nobody is going to chase you to follow up. The leads are there. The CRM is built. The systems work. You just have to *work them.*
- Show up sharp every single day. This is a high-tempo environment. We move. We measure. We adjust
- Live the message. If you don't believe building wealth outside the traditional system is possible, you cannot sell it. Period. Bonus points if you already own a whole life policy, have read *Becoming Your Own Banker* by Nelson Nash, or have personal experience with real estate investing or passive income
- Stable, professional remote setup. High-speed internet, quiet environment, quality camera and mic. We're representing a premium brand on every single call
- CRM discipline. You log notes the same day. You update statuses in real time. If "I forgot to update the CRM" is a phrase that comes out of your mouth more than twice, this won't work
- Emotional intelligence over scripts. We'll give you frameworks. We will not give you a robot script to memorize. If you can't read a human, you can't sell here
- Coachable ego. Strong opinions, loosely held. We promote killers who listen. We fire prima donnas who don't
- A worldview that aligns. You believe people are responsible for their own freedom. You believe Wall Street is not the answer for most families. You believe in earning the right to be paid well — not waiting to be handed it
Skills
- Someone who's already a top performer somewhere else and is bored to tears selling SaaS, solar, or something else they couldn't care less about
- Someone who can sit across a Zoom screen from a stranger and — within ten minutes — have them admitting things they haven't told their spouse
- Someone with the spine to say *"I don't think you're a fit. Here's why,"* and walk away from money on principle
- **Proven sales background.** Minimum 2+ years closing in a high-ticket, phone/Zoom-based environment. We don't care about your resume — we care about your numbers
- **Have your insurance license.** In order to setup policies and implement the infinite banking concept, you need to have a license. You will either be required to already have this or get your license before starting
- **25%+ close rate** after probation. Below that, you're not the right fit and we'll part as friends
- **Full ownership of your pipeline.** Nobody is going to chase you to follow up. The leads are there. The CRM is built. The systems work. You just have to *work them.*
- **Show up sharp every single day.** This is a high-tempo environment. We move. We measure. We adjust
- **Live the message.** If you don't believe building wealth outside the traditional system is possible, you cannot sell it. Period
- **Stable, professional remote setup.** High-speed internet, quiet environment, quality camera and mic. We're representing a premium brand on every single call
- **CRM discipline.** You log notes the same day. You update statuses in real time. If "I forgot to update the CRM" is a phrase that comes out of your mouth more than twice, this won't work
- **Emotional intelligence over scripts.** We'll give you frameworks. We will not give you a robot script to memorize. If you can't read a human, you can't sell here
- **Coachable ego.** Strong opinions, loosely held. We promote killers who listen. We fire prima donnas who don't
- **A worldview that aligns.** You believe people are responsible for their own freedom. You believe Wall Street is not the answer for most families. You believe in earning the right to be paid well — not waiting to be handed it
- Someone who reads *Rich Dad Poor Dad*, listens to BiggerPockets, has read Nelson Nash's "Become Your Own Bank", follows Dave Ramsey just to argue with him, and already has an opinion about whole life insurance — even if that opinion needs updating
- Bonus points if you already own a whole life policy, have read *Becoming Your Own Banker* by Nelson Nash, or have personal experience with real estate investing or passive income
Benefits
- 100% commission. Uncapped. No ceiling. No politics.
- 30% of all first year revenue generated from the policy
- 25% of all renewal revenue
- OTE for the people who actually do the work: $100K–$200K+ in 1st year / $200k - $450k++ in 2nd year
- Direct access to Russ Morgan and Joey Muré, two of the most generous, mission-driven, real-deal humans in this industry.
- Elite-level sales coaching from closers who've done eight figures in this exact niche.
- 100% remote. From your kitchen. From Bali. From a coffee shop in Medellín. We don't care where the work happens. We care that the work happens.
- Pre-qualified, warm inbound leads — not cold lists, not scraped data, not random dials.
- A real product you can be proud of. No bait-and-switch. No fake scarcity. No "course that goes nowhere." A genuine pathway to freedom backed by a decade of results.
Company Overview