Remote Family Financial Wellness Advisor

Aogarciaagency; Newark (DE); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and training

Industry-leading tools and technology

Job summary

Aogarciaagency in Newark, Delaware, is seeking a passionate individual for a role focused on securing families’ financial well-being. This position allows you to work from home with a flexible schedule, providing you the ability to balance personal and professional life.

Your responsibilities include conducting virtual consultations with clients, assessing their needs, and cultivating lasting relationships.

The role offers various incentives such as mentorship, comprehensive training, and industry-leading tools to support your success.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide suitable solutions.
• Cultivate lasting client relationships with check-ins.
• Complete administrative tasks as needed.

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

Aogarciaagency in Newark, Delaware, is seeking a passionate individual for a role focused on securing families’ financial well-being. This position allows you to work from home with a flexible schedule, providing you the ability to balance personal and professional life.

Your responsibilities include conducting virtual consultations with clients, assessing their needs, and cultivating lasting relationships.

The role offers various incentives such as mentorship, comprehensive training, and industry-leading tools to support your success.