[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.ResponsibilitiesWork remotely with a flexible schedule (full-time or part-time)Use warm, inbound leads—absolutely no cold callingCollaborate with a team and get support from experienced mentorsOperate independently with self-discipline and integrityHelp families secure protection plans tailored to their financial needsSkillsMust be US citizen & have Permanent ResidencyA self-motivated, disciplined, and goal-oriented individualStrong desire to succeed, grow, and make an impactComfortable working independently without micromanagementSomeone who thrives in a fast-paced, performance-driven environmentSales experience is a plus, but not required—we will train the right candidateBenefitsHealth, Dental, Vision, Life, RetirementTraining and mentorship by our most experienced/qualified leadersThe ability to be your own boss and run a businessThe opportunity to build an agency from day oneKnow that what you do impacts families in a positive wayCompany OverviewMiller Family Agency brings balance to the professional and personal lives of independent insurance agents. It was founded in 2015, and is headquartered in Frisco, Texas, US, with a workforce of 201-500 employees. Its website is https://cmilleragencygroup.gr8.com/.



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