Momentous Financial Partners
Momentous Financial Partners is a financial service company that prioritizes relationships and understands that people come first. They offer services such as retirement planning, planning strategies, and estate planning. Momentous Financial Partners employs a consultative approach, leveraging the expertise and experience of financial professionals to guide clients through financial planning, insurance, and retirement decisions. Their aim is to help clients achieve their financial goals and planning dreams by providing tailored strategies and actionable steps based on individual circumstances.
insurance • brokerage • financial technology • fintech • assets under management
51 - 200 employees
💸 Finance
Remote Sales Representative
May 9, 2024
Momentous Financial Partners
Momentous Financial Partners is a financial service company that prioritizes relationships and understands that people come first. They offer services such as retirement planning, planning strategies, and estate planning. Momentous Financial Partners employs a consultative approach, leveraging the expertise and experience of financial professionals to guide clients through financial planning, insurance, and retirement decisions. Their aim is to help clients achieve their financial goals and planning dreams by providing tailored strategies and actionable steps based on individual circumstances.
insurance • brokerage • financial technology • fintech • assets under management
51 - 200 employees
💸 Finance
📋 Description
• Remote Sales Representative at Momentous Financial Partners • Main focus on Simplified Life Insurance, mortgage protection, and final expense insurance • Work from home on a commission basis • 100% training provided • Assessing families' insurance needs and presenting suitable solutions • Building client relationships and providing top-notch customer service • Ensuring proper documentation and follow-up using remote work tools • Utilizing virtual platforms for client meetings and collaboration
🎯 Requirements
• No previous sales or insurance experience required • Hard-working with integrity • Growth mindset and driven to exceed • Willing to read and work on personal development • Coachable and willing to do what it takes to be successful
🏖️ Benefits
• Dental • Life Insurance • Medical • Vision
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