Remote Finance Advisor: Flexible Hours, Weekly Pay & Growth

AO Garcia Agency; Santa Fe (NM); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Weekly pay

Mentorship

Training

Industry-leading tools

Work from home

Advancement opportunities

Job summary

AO Garcia Agency is seeking a passionate, motivated individual for a flexible, work-from-home role that balances personal and professional life while offering growth opportunities.

Typical day includes conducting virtual consultations with clients, assessing needs, and educating them on solutions; you will cultivate lasting relationships through regular check-ins and handle related administrative tasks as needed.

Qualifications

• Strong communication and relationship-building skills.
• Ability to conduct virtual consultations and present solutions.
• Comfort with using sales tools and technology.

Responsibilities

• Conduct virtual consultations with clients.
• Assess client needs and explain solutions.
• Maintain relationships through regular check-ins.
• Handle administrative tasks like notes and scheduling.

Skills

Passionate

Competitive

Motivated

Dependable

Job description

AO Garcia Agency is seeking a passionate, motivated individual for a flexible, work-from-home role that balances personal and professional life while offering growth opportunities.

Typical day includes conducting virtual consultations with clients, assessing needs, and educating them on solutions; you will cultivate lasting relationships through regular check-ins and handle related administrative tasks as needed.