[Remote] Remote Client Onboarding Specialist

Note: The job is a remote job and is open to candidates in USA. Miller Family Agency is dedicated to helping motivated individuals launch high-income sales careers through proven training and mentorship. The Client Onboarding Specialist will assist families in securing tailored protection plans while utilizing warm leads and collaborating with a supportive team.

Responsibilities

• Work from anywhere 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 a US Citizen or 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

Benefits

• Commission and bonuses
• 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