[Remote] Remote Finance Planning Specialist (No Experience Needed)
Note: The job is a remote job and is open to candidates in USA. Miller 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.
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
Skills
- 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
- 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 Overview