Momentous Financial Partners · 1 month ago
Insurance Broker
United States
Full-time
Remote
Entry Level
0+ years expMomentous Financial Partners is a company in the financial services sector, seeking motivated professionals to join their remote sales team as Independent Life Insurance Brokers. The role involves conducting virtual consultations to assist clients in selecting appropriate financial products, while providing exceptional service and support.
Professional ServicesFinanceProperty & Casualty InsuranceWellnessAdviceFinancial ServicesInsuranceRetirement
Hiring Manager
Mark Cholock
Responsibilities
Conduct virtual consultations to help clients choose the right financial products
Build relationships and provide exceptional service and support
Offer tailored solutions, including Indexed Universal Life (IUL), annuities, and life insurance
Work with pre-qualified leads -- no cold calling required
Track your sales activity and maintain organized client records
Qualification
Required
Strong communication and interpersonal skills
Self-starter with a goal-driven mindset
Positive, coachable, and eager to grow
Benefits
100% remote work
Company bonuses based on your performance
Long-term growth opportunities
Pre-qualified leads: No cold calling
Full training, licensing guidance and mentorship
Company
Momentous Financial Partners
Momentous Financial Partners offers financial advisory and insurance services to help clients manage their financial future.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Eric J. Johnson
Co-Founder and COO
Evett Schuster
Co-Founder
Company data provided by crunchbase