Own Your Impact: Remote Financial Wellness Advisor

AO Garcia Agency; Casper (WY); Remote; USD 18,000 - 36,000; Full time

Benefits offered by this job

Weekly pay

Work from home

Mentorship and training

Industry leading tools

Job summary

AO Garcia Agency is seeking a motivated individual for a remote role focused on helping families secure their financial well-being. You will conduct virtual consultations, assess client needs, and guide solutions while maintaining strong relationships through regular check-ins.

The position offers a flexible schedule, weekly pay, mentorship, and access to industry leading tools and technology. Interviews are conducted via Zoom, with training provided to ensure success.

Qualifications

• Ability to conduct virtual consultations with clients.
• Strong communication and active listening skills.
• Proven ability to build and maintain client relationships.
• Comfort with administrative tasks and note-taking.

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

Consultation skills

Relationship building

Communication

Proactive learner

Tools

CRM software

Job description

AO Garcia Agency is seeking a motivated individual for a remote role focused on helping families secure their financial well-being. You will conduct virtual consultations, assess client needs, and guide solutions while maintaining strong relationships through regular check-ins.

The position offers a flexible schedule, weekly pay, mentorship, and access to industry leading tools and technology. Interviews are conducted via Zoom, with training provided to ensure success.