Financial Wellness Specialist - Work from Home

Ryan Miller Agency; United States; Remote; USD 75,000 - 95,000; Full time

Job summary

A leading company specializing in financial services is seeking a Financial Wellness Specialist to work from home. This role involves meeting virtually with clients to understand their financial goals, recommending strategies, and building a client network. Ideal candidates are self-driven individuals eager to learn, with potential for advancement through leadership training.

Qualifications

• No experience required—just a strong work ethic and willingness to learn.
• Self-driven and comfortable working independently.

Responsibilities

• Meet virtually with clients to understand their long-term financial goals.
• Recommend tailored protection and planning strategies.
• Build a pipeline of clients through authentic connection and follow-up.

Skills

Work Ethic

Self-Driven

Willingness to Learn

Job description

Financial Wellness Specialist - Work from Home

Financial Wellness Specialist - Work from Home

3 days ago Be among the first 25 applicants

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I mentor business owners to be their best version for the highest ROI.

At The Ryan Miller Agency, we believe in making a lasting difference. Our team helps individuals and families protect their financial futures through personalized solutions like mortgage protection, life coverage, annuities, and retirement strategies.

This isn’t just about products—it’s about people. Our mission is to provide peace of mind by helping clients safeguard what matters most: their families, their homes, and their futures.

What You’ll Do:

Meet virtually with clients to understand their long-term financial goals

Recommend tailored protection and planning strategies

Build a pipeline of clients through authentic connection and follow-up

Learn and grow through optional leadership development trainings

Stay up to date on the latest tools, programs, and resources to better serve your clients

What We’re Looking For:

No experience required—just a strong work ethic and willingness to learn

Must be based in the U.S.

Self-driven and comfortable working independently in a remote setting

Previous experience in sales or client facing is helpful, but not necessary

Open to personal and professional development

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Other

Job function

• Job function

  Finance, Sales, and Customer Service

• Industries

  Insurance, Real Estate, and Business Consulting and Services

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