Remote Client Advisor: Growth, Mentorship & Weekly Pay

Aogarciaagency; Wake Forest (NC); Remote; USD 50,000 - 75,000; 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 offers a flexible, remote role where you can work from home with a schedule that adapts to your life while helping families secure their financial well-being. You will engage clients through virtual consultations and build relationships via regular check-ins, with training provided to get you up to speed.

Interviews are conducted via Zoom, and you’ll have access to mentorship and industry-leading tools to support your career growth.

Qualifications

• Conduct virtual consultations with clients.
• Assess clients’ needs and impart knowledge on solutions.
• Cultivating lasting client relationships through periodic check-ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

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

Virtual consultations

Client needs assessment

Relationship building

Administrative tasks

Job description

Aogarciaagency offers a flexible, remote role where you can work from home with a schedule that adapts to your life while helping families secure their financial well-being. You will engage clients through virtual consultations and build relationships via regular check-ins, with training provided to get you up to speed.

Interviews are conducted via Zoom, and you’ll have access to mentorship and industry-leading tools to support your career growth.