Career Transition Financial Strategist - Remote

The Miliare Group are seeking coachable, service-minded, high-integrity Financial Services Representative to join our growing team. This is a career path that offers:

• schedule flexibility
• personal and professional growth
• leadership development
• the ability to build intentionally over time
• performance-based compensation structure

We offer flexible scheduling, making this role suitable for those transitioning careers or looking for part-time to full-time advancement.

If you are someone who wants more purpose, flexibility, and ownership in your work, this may be worth exploring.

Qualifications

• Strong interpersonal and communication skills.
• Background in Leadership, Healthcare, Sales, or Military Service is a plus.
• Ability to obtain a state insurance license (training provided).
• Entrepreneurial mindset with a focus on client relationship management.
• Proper equipment to work remote (Desktop or Laptop capable of video calls)
• Distraction free environment to attend and host virtual meetings

Work Environment

• Remote position (Available in all 50 U.S. States, Puerto Rico, & Canada)
• Flexible schedule
• Start part-time with full-time potential
• Optional, exciting in-person events throughout the year

What You’ll Do

• Educate and guide clients through important financial decisions
• Review and analyze client financial goals to recommend appropriate insurance and protection products.
• Build and maintain long-term client relationships through regular consultations.
• Participate in virtual sessions for meetings and trainings.
• Educate families and individuals on financial literacy and retirement readiness.

Training & Support

Qualified candidates receive access to:

• Licensing support
• Personal one-on-one mentorship
• Field training
• Online training
• On-demand training
• Field trainer academies
• Leadership academies

Important Information

This role is best suited for someone who:

• can responsibly manage their current financial obligations while building
• is willing to invest time into learning and growing
• wants to build something meaningful over time

Our Purpose

Many people are doing the best they can financially, but have simply never been shown the full range of options available to them. We are passionate about increasing financial literacy , helping families gain the clarity and confidence they need to move toward true peace of mind.

Our Expertise

Because our team brings a high level of life experience, maturity, and relational strength, we are uniquely positioned to serve those nearing retirement, business owners, and legacy-minded families. We take pride in helping our clients navigate complex financial decisions with a thoughtful, long-term, and strategic perspective.

Our Community

We are more than a financial firm; we are a mission-driven environment. We believe in:

• Total Development: We grow our people personally and professionally.
• Inclusivity: Roughly 50% of our financial strategists are women , and we deeply value the perspective, trust, and leadership that diverse life experiences bring to this work.
• Intentional Growth: This opportunity is designed for those willing to learn first, build steadily, and grow with the full support of a dedicated mentorship team.

Apply If…

Apply if you are open to exploring a career path where you can grow personally, professionally, and financially while making a real difference in the lives of others.