At The Miliare Group, we serve as Financial Strategists focused on transforming the financial futures of middle-income families through estate planning, retirement planning, and debt elimination solutions. We believe that no family should be left behind when it comes to understanding and building wealth—and back that belief with results-driven planning and visionary leadership.
What We Do
- Design customized, guaranteed asset protection growth strategies that retires clients on time or ahead of time with tax free millions.
- Assist clients in being debt free in half the time or less — student loans, credit card, medical debt, etc.
- Guide clients through a proven, education-based process—no cold calling, door knocking, or lead buying required.
- Offer estate planning solutions that preserve family wealth and legacy via wills and trusts.
What Sets Us Apart
- We’re disrupting the traditional financial model by building relationships instead of chasing leads.
- Our agents are empowered through a comprehensive A-Z training platform, no prior financial experience necessary though it is appreciated.
- We focus on middle-income America—a massively underserved market—with solutions once reserved for the ultra-wealthy.
Vision
We’re not just helping families plan for the future—We’re changing the way they see what’s possible. This isn’t about products. It’s about a powerful, personalized strategy that works.
Job Types: Full-time, Part-time
Pay: $76,133.00 - $88,173.00 per year
Expected hours: 10 – 40 per week
Benefits:
- Flexible schedule
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
Compensation Package:
- 1099 contract
- Bonus opportunities
- Commission pay
- Stock options
Application Question(s):
- Are you able to work remote, ie I have a laptop, good lighting and a distraction free environment?
- How many years of experience do you have in financial services or sales?
- Have you ever worked with high-net-worth individuals?
License/Certification:
- Life Insurance License (Preferred)
- securities license (series 6, 62, 65, or 7) (Preferred)
Work Location: Remote