[Remote] Financial Services Professional

Note: The job is a remote job and is open to candidates in USA. The Miliare Group is a purpose-driven financial services organization focused on making financial education accessible to families from all backgrounds. As a Remote Financial Strategist, you will work with individuals and families to educate them on financial strategies and help them make informed decisions about their financial future.ResponsibilitiesEducate individuals and families on financial strategies and protection planningBuild and maintain client relationshipsWork independently in a remote environmentParticipate in training, mentorship, and professional developmentFollow all licensing, compliance, and state-specific requirementsHelp families make informed decisions about their financial futureSkillsMust be based in the United States & provinces of Canada, and US TerritoriesMust be legally authorized to work in the United StatesMust hold or be willing to obtain the required license to conduct financial services business in your state of residenceMust be able to work remotely with reliable internet, a laptop or computer, good lighting, and a distraction-free environmentMust be self-motivated, coachable, and comfortable with commission/performance-based compensationBenefitsFinancial planning servicesFlexible scheduleProfessional development assistanceReferral programRetirement planFlexible scheduleRemote workCompany OverviewThe Miliare Group provides retirement, wealth-building, and life insurance services. It was founded in 2001, and is headquartered in Irvine, California, USA, with a workforce of 5001-10000 employees. Its website is https://www.themiliaregroup.com/.