[Remote] Virtual Client Intake Specialist (We Train)
Note: The job is a remote job and is open to candidates in USA. Miller Family Agency is dedicated to helping motivated individuals launch flexible, high-income sales careers. The Virtual Client Intake Specialist will work remotely, using warm leads to assist families in securing tailored protection plans, while benefiting from training and mentorship.
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 experienced mentors
- Operate independently with self-discipline and integrity
- 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 make 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—we will train the right candidate
Benefits
- Health, Dental, Vision, Life, Retirement
- Training and mentorship by our most experienced/qualified 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
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