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Financial Solutions Expert

1 month ago

New York, United States Miliare Group Full time

About Us

Milliare Group is a leading financial services firm specializing in employee benefits, executive bonus plans, and the creation of private family offices for business owners and high-level executives.

We cater to individuals and families, providing tailored financial solutions by analyzing the market comprehensively to identify the best options for our clients. Our unique approach sets us apart: we operate as a comprehensive financial platform with access to over 190 A-rated companies and more than 3,000 financial products.

Position Overview

We are actively seeking dedicated and driven professionals across North America and Canada to join us as Financial Solutions Experts.

In this role, you will provide exceptional customer service, build personalized financial portfolios, and support our diverse client base. As a Financial Solutions Expert, you will work remotely, offering expert advice, creating financial plans, and delivering solutions for individuals, businesses, and their families.

This full-time role offers flexible hours, limitless growth opportunities, and the potential to build your own agency within the financial sector.

What We Offer
  • Remote Career: Work from the comfort of your home.
  • Competitive Earnings: Estimated average annual earnings range from $70K-$250K+
  • Unlimited earning potential after Year 3, including bonuses and renewals
  • Residual Income: Earn life-long residual income through renewals
  • Stock Options: Unionized position with stock benefits
  • World-Class Training: Learn from experienced agents and managers
  • Quality Leads: We provide leads; no cold calling or soliciting friends and family
  • Flexible Hours: Enjoy a dynamic work-life balance

Qualities We Value:

Candidates should possess:

  • A coachable mindset: Willingness to learn and grow through training
  • A positive personality: Outgoing, friendly, and approachable demeanor
  • A service-oriented attitude: A genuine desire to help others with their financial goals
  • Strong communication skills: Ability to connect with clients effectively
  • Previous sales or customer service experience is a plus but not required