[Remote] Remote Finance Planning Specialist (No Experience Needed)
Note: The job is a remote job and is open to candidates in USA. Miller Family Agency helps motivated individuals launch flexible, high-income sales careers. The Finance Planning Specialist role involves working remotely to assist families in securing tailored protection plans, utilizing warm leads and collaborating with experienced mentors. Responsibilities Work remotely with a flexible schedule (full-time or part-time) Use warm, inbound leads—absolutely no cold calling Collaborate with a team and get support from experienced mentors Operate independently with self-discipline and integrity Help families secure protection plans tailored to their financial needs Skills Must be US citizen & have Permanent Residency A self-motivated, disciplined, and goal-oriented individual Strong desire to succeed, grow, and make an impact Comfortable working independently without micromanagement Someone who thrives in a fast-paced, performance-driven environment Sales experience is a plus, but not required—we will train the right candidate Benefits Health, Dental, Vision, Life, Retirement 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 Company Overview Miller Family Agency brings balance to the professional and personal lives of independent insurance agents. It was founded in 2015, and is headquartered in Frisco, Texas, US, with a workforce of 201-500 employees. Its website is