Teams at Wealth Without Wall Street

Manage warm inbound and outbound calls/Zooms with pre-qualified prospects. Diagnose financial situations, determine fit for the Infinite Banking Concept, and close high-ticket coaching/product sales. Own and maintain your pipeline and CRM, meet performance metrics (25%+ close rate post-probation), and represent the brand professionally in a fully remote, high-tempo environment.

Player-coach sales leader who closes deals, masters company scripts and CRM, audits and optimizes processes, hires and trains a 4–6 person sales team, runs coaching and performance tracking, and ultimately owns and scales the sales department and revenue.

The Accounting & Payroll Operations Specialist manages accounting tasks, payroll, commission reporting, and investor payments for a multi-entity organization, ensuring accuracy and compliance in financial operations.