Work from Home Planning Director

The RM Agency is unique to their experience. We take pride in safeguarding our clients through life insurance, mortgage protection, annuities, retirement plans, and so much more. Many of us start this journey with life changing dreams and it often turns into self fulfillment how many families we help daily. Our goal is to offer our clients a solution for their peace of mind and we often start with protecting their biggest asset; their family.Job DescriptionAssist clients remotely in an effort to solve their future financial challengesDeveloping a pipeline for business meant to build clienteleTaking advantage of leadership and roles to help build teamsDiscovering new programs that can assist our clients with their future concernsAdvocating for our clients with detailed conversation about future plansQualificationsNo experience required - will train the right personMust reside in the USAProven success in sales is preferred, but we will train the right candidateMust be able to work independently & remotelyPersonal Development, either currently or open to incorporating it to your daily activity