Remote Client Advisor: Flexible Growth, Mentorship & Leads

Aogarciaagency; Minot (ND); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Work from home

Job summary

Aogarciaagency is seeking motivated candidates for a remote advisory role. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions. The position supports a flexible schedule and offers training to develop essential consulting skills.

Interviews are conducted via Zoom. The role emphasizes building lasting client relationships, working from home, and opportunities for advancement with industry-leading tools and technology.

Qualifications

• Experience with virtual consultations or remote advising is a plus.
• Strong communication and active listening abilities.
• Ability to build and maintain long-term client relationships.

Responsibilities

• Conduct virtual consultations with clients.
• Assess client needs and explain suitable solutions.
• Maintain ongoing relationships through regular check-ins.
• Handle related administrative tasks such as note-taking and scheduling.

Skills

Communication skills

Sales

Relationship building

Tools

CRM software

Job description

Aogarciaagency is seeking motivated candidates for a remote advisory role. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions. The position supports a flexible schedule and offers training to develop essential consulting skills.

Interviews are conducted via Zoom. The role emphasizes building lasting client relationships, working from home, and opportunities for advancement with industry-leading tools and technology.