Financial Solutions Specialist
Port Charlotte, FL - USA
Job Summary
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 Youll 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 35 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.