Note: The job is a remote job and is open to candidates in USA. The Miliare Group is a purpose-driven financial services organization focused on making financial education accessible to families from all backgrounds. As a Remote Financial Strategist, you will work with individuals and families to educate them on financial strategies and help them make informed decisions about their financial future.
Responsibilities
- Educate individuals and families on financial strategies and protection planning
- Build and maintain client relationships
- Work independently in a remote environment
- Participate in training, mentorship, and professional development
- Follow all licensing, compliance, and state-specific requirements
- Help families make informed decisions about their financial future
Skills
- Must be based in the United States & provinces of Canada, and US Territories
- Must be legally authorized to work in the United States
- Must hold or be willing to obtain the required license to conduct financial services business in your state of residence
- Must be able to work remotely with reliable internet, a laptop or computer, good lighting, and a distraction-free environment
- Must be self-motivated, coachable, and comfortable with commission/performance-based compensation
Benefits
- Financial planning services
- Flexible schedule
- Professional development assistance
- Referral program
- Retirement plan
- Flexible schedule
- Remote work
Company Overview
The Miliare Group provides retirement, wealth-building, and life insurance services. It was founded in 2001, and is headquartered in Irvine, California, USA, with a workforce of 5001-10000 employees. Its website is https://www.themiliaregroup.com/.