Infinite Banking Sales Executive
$100,000–$200,000 year
Remote
RemoteFull Time$100,000–$200,000 yearMid LevelStartup
Full TimeMid LevelStartup
Job Summary
Conduct outbound and inbound phone calls to schedule appointments with pre-qualified prospects who have expressed interest in the Infinite Banking Concept. Diagnose each client's financial and emotional state to determine if the strategy fits, then hand them the keys to their own bank without resorting to scripts or pressure. Manage full ownership of the pipeline by logging CRM notes daily and maintaining real-time status updates. Maintain a 25%+ close rate after probation while operating from a stable, professional remote setup with high-speed internet and quality audio equipment.
Required Qualifications
- Proven sales background
- Minimum 2+ years closing in a high-ticket, phone/Zoom-based environment
- Have your insurance license
- 25%+ close rate after probation
- Full ownership of your pipeline
- Show up sharp every single day
- Live the message
- Stable, professional remote setup
- High-speed internet
- Quiet environment
- Quality camera and mic
- CRM discipline
- Log notes the same day
- Update statuses in real time
- Emotional intelligence over scripts
- Coachable ego
- Strong opinions, loosely held
- 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
Desired Qualifications
- Bonus points if you already own a whole life policy
- Have read Becoming Your Own Banker by Nelson Nash
- Have personal experience with real estate investing
- Have personal experience with passive income
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.