Ryan Miller Agency · 1 day ago
Remote Finance Planner (Will Train)
United States
Full-time
Remote
New Grad, Entry Level
0+ years expThe Ryan Miller Agency is a values-driven organization focused on helping individuals and families achieve financial security. They are seeking a Remote Finance Planner to provide personalized guidance to clients on financial protection options and build long-term relationships.
Health InsuranceInsuranceLife Insurance
Hiring Manager
Natasha Washington
Responsibilities
Provide personalized guidance to clients on financial protection options
Build and manage a client pipeline to support long-term relationships
Stay informed about new products and programs that can better serve client needs
Engage in meaningful conversations to understand each client's long-term goals
Participate in professional development and leadership opportunities as you grow
Qualification
Required
No prior experience required – we provide training and support
Must be based in the United States
Comfortable working independently in a remote environment
Open to continuous personal and professional development
Preferred
Background in sales or customer service is a plus, but not necessary
Company
Ryan Miller Agency
Ryan Miller Agency provides life and health insurance products and supports agents with training and lead systems.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Ryan Miller
Founder
Company data provided by crunchbase