Customer Service Manager

Momentous Financial Partners is seeking a Customer Service Manager for a high-performance sales role that offers immediate leadership opportunities with ownership and equity. The role involves conducting virtual consultations, building client relationships, and providing tailored financial solutions.

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

Requirements:

• Strong communication and interpersonal skills
• Self-starter with a goal-driven mindset
• Positive, coachable, and eager to grow