Remote Client Advisor for Financial Well-Being

Aogarciaagency; Baton Rouge (LA); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Work from home (web conference-based

Job summary

Aogarciaagency is seeking a passionate professional for a flexible remote role that supports families’ financial well-being. You can work from home with a flexible schedule and advance your career while balancing personal commitments.

Typical day includes virtual consultations with clients, assessing needs, sharing knowledge on solutions, and building lasting relationships through regular check-ins; you’ll handle related admin tasks and participate in Zoom interviews.

Responsibilities

• Conduct 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

Aogarciaagency is seeking a passionate professional for a flexible remote role that supports families’ financial well-being. You can work from home with a flexible schedule and advance your career while balancing personal commitments.

Typical day includes virtual consultations with clients, assessing needs, sharing knowledge on solutions, and building lasting relationships through regular check-ins; you’ll handle related admin tasks and participate in Zoom interviews.