Client Management Specialist Jobs

At Momentous Financial Partners, we are seeking positive-minded, coachable, high-energy team players to join our team.Our primary goal is to help bring balance to the professional and personal lives of independent insurance & financial service sales and agency builders across the country by putting state-of-the-art client engagement technology into their hands!

We are looking for experienced AND entry-level professionals who appreciate a cutting-edge company with the desire to work for themselves with huge opportunities for growth and ownership. If you are passionate about making an impact in the community while having time and financial freedom, this will be a great fit for you.

No cold calling or door-to-door sales.You will serve people who have requested our services via our industry-leading marketing program. High compensation, Commission-Based only Position, No guaranteed salary.

Combining our Lead Program with business values of trust, integrity, and reliability, Momentous Financial Partners is committed to ensuring your personal goals and objectives can be successfully defined over the short, medium, and long term. We are leaders who are consultants helping our clients find the best solutions to enhance and secure a financial legacy.

Our company core values are:

• We work as a true team and strive to be a positive influence.
• Being of service and doing good in the world.
• We do the right thing even when no one is looking.
• Relationships matter, people come first.
• We have fun and we get stuff done.
• Open, honest, and productive communication.
• Relentless pursuit of personal growth.
• We act like owners because we own it.

If these values resonate with you, and you would like to have a conversation with our team to be a part of the growth we are having, message me now!

Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work. No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed.