Work from Home Financial Planning Strategist

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

Job summary

Miller Family Agency is seeking a work-from-home Financial Planning Strategist who will call warm leads and set appointments to assist clients with their financial goals. This role offers full-time or part-time flexibility along with training and mentorship, allowing candidates to create their 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

• Looking for a business partner committed to helping families.
• Proven success in sales is preferred but training available.
• Must reside in the USA.

Responsibilities

• Call warm leads and set appointments with clients.
• Develop suitable plans based on clients' needs.
• No cold calling involved.

Skills

Sales Success

Confidence

Coachable

Education

Life and Health Insurance License

Job description

Work from Home Financial Planning Strategist

Work from Home Financial Planning Strategist

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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, Business Development, and Finance

• Industries

  Insurance, Real Estate, and Financial Services

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