Remote Finance Planning Specialist (No Experience Needed) jobs in United States
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Miller Family Agency · 4 hours ago

Remote Finance Planning Specialist (No Experience Needed)

Miller Family Agency helps motivated individuals launch flexible, high-income sales careers. They are seeking a Remote Finance Planning Specialist to work with warm leads, collaborate with mentors, and assist families in securing tailored financial protection plans.

Insurance
badNo H1BnoteU.S. Citizen Onlynote

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

DisciplinedDesire to succeedSelf-motivatedGoal-orientedComfortable working independently

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

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

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Miller Family Agency brings balance to the professional and personal lives of independent insurance agents.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase