Build Your Own Path: Remote Financial Wellness Advisor

AO Garcia Agency; Beloit (WI); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Weekly pay

Work from home

Mentorship and training

Industry-leading tools

Job summary

AO Garcia Agency offers a remote-friendly position with a flexible schedule, allowing you to balance personal and professional life while advancing your career. You will conduct virtual consultations, assess client needs, and build lasting relationships through regular check-ins.

Weekly pay, mentorship, comprehensive training, and access to industry-leading tools help you grow. Interviews are conducted via Zoom, with opportunities to work from home and grow within the organization.

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.

Skills

Communication skills

Client relationship

Virtual consultations

Adaptability

Tools

CRM software

Industry leading tools

Job description

AO Garcia Agency offers a remote-friendly position with a flexible schedule, allowing you to balance personal and professional life while advancing your career. You will conduct virtual consultations, assess client needs, and build lasting relationships through regular check-ins.

Weekly pay, mentorship, comprehensive training, and access to industry-leading tools help you grow. Interviews are conducted via Zoom, with opportunities to work from home and grow within the organization.