Back to Jobs

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

Remote, USA Full-time Posted 2026-07-28

Note: The job is a remote job and is reputed company to candidates in USA. reputed company helps motivated individuals launch flexible, high-income sales careers. The Finance Planning Specialist role involves working remotely to assist families in securing tailored protection plans, utilizing warm leads and collaborating with reputed company mentors.


Responsibilities

  • Work remotely with a flexible schedule (full-time or part-time)
  • Use warm, inbound leads—absolutely no cold calling
  • Collaborate with reputed company 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 reputed company
  • 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, 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
  • reputed company to build an agency from day one
  • Know that what you do impacts families in a reputed company way

reputed company

  • reputed company brings balance to the reputed company 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/.

  •   Apply To This Job

    Similar Jobs

    Cook, Temporary - Part-time

    Remote, USA Full-time

    Remote reputed company (Financial Planning & Analysis) Manager

    Remote, USA Full-time

    Sr. UX reputed company

    Remote, USA Full-time

    [Remote] reputed company Data Entry Keyer

    Remote, USA Full-time

    Utilization Review reputed company - Remote

    Remote, USA Full-time

    [Remote] Software Engineer II, Backend (Identity Decisioning)

    Remote, USA Full-time

    **reputed company Customer Service and Sales Representative – Remote Customer Experience and reputed company Expert**

    Remote, USA Full-time

    reputed company GRC and SecOps Technical Architect - Remote working USA / East Coast / New Jersey

    Remote, USA Full-time

    Remote National Tax Office Manager

    Remote, USA Full-time

    [Remote] Licensed Sales reputed company (LSP) - NV

    Remote, USA Full-time

    Sr. Technical Project Manager – $135K to $175K+ reputed company + 10% Bonus – AI-Powered Local Government reputed company – Remote – Equity

    Remote, USA Full-time

    Internal Communications & Strategic Alignment Specialist

    Remote, USA Full-time

    Product Content Coordinator Remote

    Remote, USA Full-time

    [Remote] VP of reputed company (Administrative Services reputed company)

    Remote, USA Full-time

    Exceptional Children's Teacher - Central Regional Hospital

    Remote, USA Full-time

    Remote Virtual Assistant Opportunity at reputed company

    Remote, USA Full-time

    reputed company Tutoring & Writing Center Coordinator – reputed company-Wide Peer Tutor Program and Supplemental Instruction Leader

    Remote, USA Full-time

    Senior HRIS Analyst

    Remote, USA Full-time

    Channel Sales Manager

    Remote, USA Full-time

    National Strategic Accounts Sr Manager

    Remote, USA Full-time