Remote Client Financial Advisor - Flexible Growth

AO Garcia Agency; Hartford (CT); Remote; USD 55,000 - 70,000; Full time

Benefits offered by this job

Work from home

Weekly pay

Mentorship program

Training provided

Job summary

AO Garcia Agency is seeking a motivated individual for a flexible, work-from-home role that offers growth opportunities. You’ll balance personal and professional life with a schedule that fits you while helping families secure their financial well-being.

In this role, you will conduct virtual consultations, assess client needs, and build lasting relationships through regular check-ins. Interviews are conducted via Zoom and training is provided to help you succeed.

Qualifications

• Passionate
• Competitive
• Motivated
• Dependable
• Hardworking
• Adaptable
• Flexible, Trainable

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.

Job description

AO Garcia Agency is seeking a motivated individual for a flexible, work-from-home role that offers growth opportunities. You’ll balance personal and professional life with a schedule that fits you while helping families secure their financial well-being.

In this role, you will conduct virtual consultations, assess client needs, and build lasting relationships through regular check-ins. Interviews are conducted via Zoom and training is provided to help you succeed.