Remote Finance Advisor - Flexible, Growth-Driven

AO Garcia Agency; Crown Point (IN); Remote; USD 2,275,000 - 2,958,000; Full time

Benefits offered by this job

Work from home

Weekly pay

Mentorship and training

Flexible schedule

Advancement based on performance

Leading tools and technology access

Job summary

AO Garcia Agency offers a flexible, remote role with growth opportunities. You will conduct virtual client consultations, assess needs, and guide families toward suitable solutions while maintaining ongoing relationships. The position features a flexible schedule and the potential for advancement based on performance.

Weekly pay and mentorship with complete training are provided, along with industry-leading tools and technology access to support your success. Interviews are conducted via Zoom.

Qualifications

• Excellent communication and listening skills.
• Capable of working remotely with discipline and organization.
• Customer-service oriented with a sales mindset.

Responsibilities

• Conduct virtual consultations with clients.
• Assess client needs and explain solutions clearly.
• Build lasting client relationships through regular check-ins.
• Handle related administrative tasks such as note taking and scheduling.

Skills

Virtual consultations

Needs assessment

Relationship building

Administrative tasks

Tools

CRM software

Video conferencing

Job description

AO Garcia Agency offers a flexible, remote role with growth opportunities. You will conduct virtual client consultations, assess needs, and guide families toward suitable solutions while maintaining ongoing relationships. The position features a flexible schedule and the potential for advancement based on performance.

Weekly pay and mentorship with complete training are provided, along with industry-leading tools and technology access to support your success. Interviews are conducted via Zoom.