Remote Family Financial Consultant

AO Central; United States; Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Training & mentorship

Advancement opportunities

Job summary

AO Central is seeking a client-facing role in financial services for families. This position is remote, letting you work from home with virtual consultations and flexible scheduling.

You will conduct needs conversations, follow up with clients, handle light admin like notes and scheduling, and use web-conference tools for presentations. Full training and mentorship are provided, with advancement based on performance and access to modern tools.

Responsibilities

• Conduct needs conversations and follow-up with clients.
• Perform light admin duties like note-taking, scheduling, and pipeline management.
• Use web-conference tools for presentations.

Skills

Needs conversations

Client communication

Virtual consultations

Pipeline management

Job description

AO Central is seeking a client-facing role in financial services for families. This position is remote, letting you work from home with virtual consultations and flexible scheduling.

You will conduct needs conversations, follow up with clients, handle light admin like notes and scheduling, and use web-conference tools for presentations. Full training and mentorship are provided, with advancement based on performance and access to modern tools.