Build Your Financial Wellness Career — Remote & Flexible

Aogarciaagency; Santa Fe (NM); Remote; USD 32,000 - 64,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Work from home (web conference-based)

No cold calling

Job summary

Aogarciaagency is seeking a flexible, remote-friendly professional to join our client services team. You will conduct virtual consultations, assess client needs, and guide families toward financial solutions while maintaining a work-from-home setup.

Expect mentorship, comprehensive training, and access to industry-leading tools. A strong motivator, dependable, and adaptable candidate will thrive with weekly pay and performance-based advancement.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent, periodic check-ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Job description

Aogarciaagency is seeking a flexible, remote-friendly professional to join our client services team. You will conduct virtual consultations, assess client needs, and guide families toward financial solutions while maintaining a work-from-home setup.

Expect mentorship, comprehensive training, and access to industry-leading tools. A strong motivator, dependable, and adaptable candidate will thrive with weekly pay and performance-based advancement.