Remote Financial Client Advisor/Consultant

Miller Family Agency; United States; Remote; USD 80,000 - 100,000; Full time

Job summary

Miller Family Agency is seeking a Client Advisor for a work-from-home position. The role involves calling warm leads and setting appointments without cold calling. Ideal candidates are confident and coachable, with a Life and Health Insurance License preferred. Training is available for those willing to learn. Enjoy flexibility with the opportunity to run your own business while making a positive impact on families.

Benefits

Flexible Schedule

Training and mentorship

Ability to be your own boss

Opportunity to build an agency

Qualifications

• Proven success in sales preferred, training available for the right candidate.
• Ability to develop and calculate suitable plans based on clients' needs.

Responsibilities

• Call warm leads and set appointments with clients.
• Assist clients in achieving their goals through suitable insurance plans.

Skills

Confidence

Coachable

Sales

Education

Life and Health Insurance License

Job description

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Miller Family Agency strives to provide our sales force with the most innovative marketing and lead programs, while offering the highest quality insurance products and services to our clients.

Job Summary:

This will be a work from home position that will call warm leads, set appointments, and meet over the phone with the clients. Our warm lead system puts you in front of qualified buyers. NO COLD CALLING. The right fit for this position is someone who is confident, coachable and not afraid to work hard.

What we’re looking for:

• Must reside in the USA.
• Looking for a business partner who is committed to helping families achieve their goals
• Proven success in sales is preferred, but we are willing to train the right candidate
• Develop and calculate suitable plans based on clients' needs
• Life and Health Insurance License (will assist with obtaining one)

*Average first year income between 80K-100K

*Flexible Schedule - Full time or part time

*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**

Schedule an interview today: https://millerfamilyagency3.gr8.com/

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Finance, and Customer Service

• Industries

  Insurance, Financial Services, and Insurance Agencies and Brokerages

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