Wealth Protection Strategist (Work from Home - Will Train)

Ryan Miller Agency; United States; Remote; USD 75,000 - 300,000; Full time

Job summary

A leading agency is seeking a Wealth Protection Strategist to assist clients in safeguarding their financial futures. The ideal candidate will possess a strong work ethic, be self-driven, and comfortable with virtual client engagements. Training will be provided, making no prior experience necessary, and the role allows for career growth in a supportive environment.

Qualifications

• No experience required, willingness to learn essential.
• Open to personal and professional development.

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

Strong work ethic

Self-driven

Comfortable working independently

Job description

Wealth Protection Strategist (Work from Home - Will Train)

Wealth Protection Strategist (Work from Home - Will Train)

22 hours 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

  Sales, Finance, and Business Development

• Industries

  Insurance, Business Consulting and Services, and Financial Services

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