Note: The job is a remote job and is open to candidates in USA. Momentous Financial Partners is a financial services company seeking a Customer Service Specialist. This role involves conducting virtual consultations, building client relationships, and providing tailored financial solutions, all while working remotely.
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
Skills
- 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
Company Overview