Create Your Own Path: Remote Financial Wellness Advisor

AO Garcia Agency; Florence (KY); Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Weekly pay

Remote work

Mentorship and training

Advancement opportunities

No cold calling

Industry leading tools and technology

Job summary

AO Garcia Agency in Kentucky offers a flexible, work-from-home role with a schedule that fits your life. You will conduct virtual consultations and help families secure their financial well-being while developing your skills in a supportive, fast-growing team.

You will assess clients’ needs, share knowledge on solutions, and nurture relationships through regular check-ins, with mentorship and training available and weekly pay. Interviews via Zoom.

Qualifications

• Strong communication and empathetic listening during virtual consultations.
• Ability to translate client needs into financial solutions.
• Comfort with remote work and scheduling flexibility.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through regular check-ins.
• Completing related administrative tasks as needed.

Skills

Virtual consultations

Client needs assessment

Relationship building

Administrative tasks

Job description

AO Garcia Agency in Kentucky offers a flexible, work-from-home role with a schedule that fits your life. You will conduct virtual consultations and help families secure their financial well-being while developing your skills in a supportive, fast-growing team.

You will assess clients’ needs, share knowledge on solutions, and nurture relationships through regular check-ins, with mentorship and training available and weekly pay. Interviews via Zoom.