Client Strategy Director (Work From Home)

Ryan Miller Agency; United States; Remote; USD 171,000 - 252,000; Full time

Job summary

A progressive organization in financial services is seeking a Client Strategy Director to provide personalized guidance to clients. This remote role emphasizes client relationships and financial protection. No prior experience is required as training is provided. Responsibilities include managing a client pipeline and engaging with clients about their long-term goals. Ideal for motivated individuals looking for a meaningful career. Competitive salary based on experience.

Qualifications

• No prior experience required – training provided.
• Must be based in the United States.
• Open to continuous personal and professional development.

Responsibilities

• Provide personalized guidance to clients on financial protection options.
• Build and manage a client pipeline to support long-term relationships.
• Engage in meaningful conversations to understand each client's long-term goals.

Skills

Sales experience

Customer service skills

Independent work

Motivation to help others

Job description

Client Strategy Director (Work From Home)

Client Strategy Director (Work From Home)

Direct message the job poster from Ryan Miller Agency

Join The Ryan Miller Agency – Make a Real Impact

At The Ryan Miller Agency, we're proud to be a values-driven organization that puts people first. Our mission is to help individuals and families protect what matters most through a variety of products designed with the client in mind. We’re passionate about guiding our clients toward financial security and peace of mind—starting with their greatest asset: their family.

If you're motivated by helping others and looking for a meaningful career with growth potential, we’d love to hear from you.

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

Qualifications

• No prior experience required – we provide training and support
• Must be based in the United States
• Background in sales or customer service is a plus, but not necessary
• Comfortable working independently in a remote environment
• Open to continuous personal and professional development

This is a career that offers flexibility, purpose, and the chance to make a lasting difference in the lives of others. If you’re ready to grow and serve with a team that values integrity and impact, apply today.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Other

Job function

• Job function

  Business Development, Sales, and General Business

• Industries

  Insurance, Financial Services, and Real Estate

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