Create Your Own Path: Remote Financial Wellness Advisor

AO Garcia Agency; Santa Fe (NM); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Weekly pay

Work from home

Mentorship and training

Advancement based on performance

Industry leading tools

Job summary

AO Garcia Agency is seeking a motivated individual for a fully remote role with a flexible schedule. You will conduct virtual consultations, assess client needs, and guide families through financial well-being solutions while maintaining regular check-ins and handling administrative tasks.

The position offers weekly pay, mentorship and complete training, and access to industry-leading tools and technology. Interviews are conducted via Zoom from a remote setting.

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

AO Garcia Agency is seeking a motivated individual for a fully remote role with a flexible schedule. You will conduct virtual consultations, assess client needs, and guide families through financial well-being solutions while maintaining regular check-ins and handling administrative tasks.

The position offers weekly pay, mentorship and complete training, and access to industry-leading tools and technology. Interviews are conducted via Zoom from a remote setting.