Financial Solutions Specialist
Part-time
The Miliare Group
About Us
The Miliare Group is a forward-thinking financial services firm dedicated to helping families and individuals secure their financial legacies. We pride ourselves on providing our agents with top-tier proprietary technology, comprehensive training, and unparalleled team camaraderie to help them build a meaningful independent career.
We are currently expanding our remote team and are looking for entrepreneurial, business-minded individuals to join us as Financial Services Representatives.
Preferred Backgrounds
This role is highly suited for professionals looking to transition their skills into a business-ownership model. We find that individuals from the following backgrounds highly excel in our structure:
- Former real estate agents, hospitality professionals, or insurance associates.
- Former educators, corporate trainers, or military veterans
- Individuals with strong local networks or experience in community outreach.
What You’ll Do
- Educate clients on comprehensive financial literacy solutions, including wealth accumulation and protection strategies.
- Build and maintain strong, trust-based client relationships within your community and networks.
- Utilize our advanced corporate technology platform to analyze client needs and present customized financial solutions.
- Participate in virtual team training, leadership development modules, and mentorship sessions.
- Manage your business pipeline independently while collaborating within a supportive team environment.
Requirements
- Ability to obtain a state insurance license.
- Must possess a reliable desktop or laptop computer with a stable internet connection capable of hosting virtual video meetings.
- Strong interpersonal communication, entrepreneurial mindset, and basic computer proficiency.
- Must be able to provide 3–5 professional references upon request.
If you are looking for long-term career equity and a supportive, high-integrity community to back your entrepreneurial goals, we invite you to apply.
Vacancy posted more than 2 months ago
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