Make outbound calls and take inbound appointments with pre-qualified workshop registrants and interested prospects.
Run discovery conversations to understand each prospect’s financial, emotional, and mental situation.
Qualify whether the company’s Infinite Banking and passive-income approach is a fit for the prospect.
Guide qualified prospects into the appropriate next step or session.
Manage your own pipeline and follow up on leads without being chased.
Maintain accurate CRM notes and update statuses in real time.
Work in a fast-paced, high-tempo sales environment with daily performance measurement and adjustment.
Represent a premium brand professionally on every call.

Minimum 2+ years of closing experience in a high-ticket, phone- or Zoom-based sales environment.
25%+ close rate after probation.
Strong track record with real numbers and proven sales performance.
Ability to fully own and manage your pipeline.
Stable remote work setup with high-speed internet, a quiet environment, and a quality camera and microphone.
Strong emotional intelligence and the ability to read people without relying on scripts.
Coachable mindset with strong opinions held loosely.
Alignment with the worldview that wealth can be built outside the traditional Wall Street system.
Bonus points for owning a whole life policy, having read Becoming Your Own Banker by Nelson Nash, or having personal experience with real estate investing or passive income.

100% commission with no ceiling or cap.
10% of cash collected on Passive Income Lab sales ($7,500 price point).
20% of cash collected on PIOS sales ($1,000 price point).
OTE of $120K–$200K+ annually for top performers.
Recurring income potential from a growing book of business.
100% remote work from anywhere.
Direct access to Russ Morgan and Joey Muré.
Elite sales coaching from closers with eight figures of experience in the niche.

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Wealth Without Wall Street