Remote Career in Financial Wellness & Growth

Lever, Inc.; San Jose (CA); Remote; USD 36,000 - 73,000; Full time

Benefits offered by this job

Work from home

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Job summary

AO Garcia Agency is seeking a motivated individual for a flexible, work-from-home role that offers growth opportunities. The position focuses on helping families secure their financial well-being through virtual consultations and guidance.

You will build client relationships with regular check-ins, handle administrative tasks, and take advantage of mentorship and training, with weekly pay and access to industry-leading tools.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently in a home environment.
• Comfort with virtual consultations and digital tools.

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 (note taking, appointment setting, etc.).

Skills

Communication

Customer service

Relationship building

Flexibility

Job description

AO Garcia Agency is seeking a motivated individual for a flexible, work-from-home role that offers growth opportunities. The position focuses on helping families secure their financial well-being through virtual consultations and guidance.

You will build client relationships with regular check-ins, handle administrative tasks, and take advantage of mentorship and training, with weekly pay and access to industry-leading tools.