Client Success & Underwriting Specialist - Remote

Overview

The Client Success & Underwriting Specialist at Wealth Without Wall Street is a fully remote role focused on supporting clients through the underwriting process, ensuring they feel cared for and informed.

In Short

• Role focused on client success and underwriting.
• Fully remote with flexible hours.
• Proactive communication with clients and insurance carriers.
• Coordinate life insurance applications and client onboarding.
• Help clients navigate the underwriting process.
• Strong emphasis on organization and detail orientation.
• Collaborate with coaching and operations teams.
• Opportunity for long-term growth within the company.
• Requires strong written and verbal communication skills.
• Experience with customer service or client success is a plus.

Requirements

• Strong written and verbal communication skills.
• Reliable high-speed internet and home office setup.
• Comfortable working remotely and independently.
• Available during core Central Time business hours.
• Experience with CRM systems is helpful.
• Ability to manage multiple tasks simultaneously.
• Proficiency with technology and willingness to learn new systems quickly.
• Calm under pressure and service-minded.
• Dependable and accountable.
• Emotionally intelligent and professional.

Benefits

• Fully remote position.
• Flexible scheduling environment.
• Meaningful, mission-driven work.
• Strong team culture and support.
• Access to educational resources and training.
• Opportunity for long-term growth as the company scales.
• A team that values relationships, ownership, and continuous learning.
• Performance-based bonuses tied to applications and funded policies.