[Remote] Virtual Client Intake Specialist (We Train)
Note: The job is a remote job and is open to candidates in USA. Miller Family Agency helps motivated individuals launch flexible, high-income sales careers through proven training and mentorship. The Virtual Client Intake Specialist will work remotely, using warm leads to assist families in securing tailored protection plans while operating independently and collaboratively with a supportive team.
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
Company Overview