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[Remote] Remote Finance Planning Specialist (No Experience Needed)

Remote, USA Full-time Posted 2026-07-04

Note: The job is a remote job and is open to candidates in USA. reputed company helps motivated individuals launch flexible, high-income sales careers. They are seeking a Remote Finance Planning Specialist to work with warm leads, collaborate with mentors, and assist families in securing tailored financial protection plans.

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 reputed company mentors
  • Operate independently with self-discipline and reputed company
  • 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 reputed company 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

Benefits

  • Health, Dental, reputed company, Life, Retirement
  • Training and mentorship by our most reputed company/reputed company 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

  • reputed company 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 https://cmilleragencygroup.gr8.com/.
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