Miller Family Agency · 17 hours ago
Remote Finance Planning Specialist (No Experience Needed)
United States
Full-time
Remote
New Grad, Entry Level
$32K/yr - $100K/yr
0+ years expMiller Family Agency helps motivated individuals launch flexible, high-income sales careers. The Finance Planning Specialist role involves working remotely to assist families in securing tailored protection plans, utilizing warm leads and collaborating with experienced mentors.
Insurance
No H1B
U.S. Citizen Only
Responsibilities
Work remotely with a flexible schedule (full-time or part-time)
Use warm, inbound leads—absolutely no cold calling
Collaborate with a team and get support from experienced mentors
Operate independently with self-discipline and integrity
Help families secure protection plans tailored to their financial needs
Qualification
Required
Must be US citizen & have Permanent Residency
A self-motivated, disciplined, and goal-oriented individual
Strong desire to succeed, grow, and make an impact
Comfortable working independently without micromanagement
Someone who thrives in a fast-paced, performance-driven environment
Preferred
Sales experience is a plus, but not required—we will train the right candidate
Benefits
Health, Dental, Vision, Life, Retirement
Training and mentorship by our most experienced/qualified leaders
The ability to be your own boss and run a business
The opportunity to build an agency from day one
Know that what you do impacts families in a positive way
Company
Miller Family Agency
Miller Family Agency brings balance to the professional and personal lives of independent insurance agents.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase