Note: The job is a remote job and is open to candidates in USA. Momentous Financial Partners is seeking a Sales Lead for a high-performance sales role with the opportunity for leadership and ownership of an agency. The role involves conducting virtual consultations, building client relationships, and providing tailored financial solutions without cold calling.
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 with flexible schedule
- Company bonuses based on your performance
- Opportunities for ownership and equity
- Long-term growth opportunities
- Pre-qualified leads: No cold calling
- Full training & licensing guidance
Company Overview