Remote Financial Advisor: Flexible Growth & Impact

Aogarciaagency; Clearfield (UT); Remote; USD 27,000 - 41,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

No cold calling

Remote work with web conference-based"

Industry leading tools and technology

Job summary

Aogarciaagency is seeking a motivated individual for a remote, flexible role focused on helping families secure financial well-being through virtual consultations.

You will conduct client consultations, assess needs, and provide information on suitable financial solutions, while maintaining ongoing client relationships and handling related administrative tasks. Interviews are conducted via Zoom.

Qualifications

• Candidates should be passionate, motivated, and coachable.
• Ability to conduct virtual consultations and advise clients.
• Willingness to adapt to a flexible, home-based schedule.

Responsibilities

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

Job description

Aogarciaagency is seeking a motivated individual for a remote, flexible role focused on helping families secure financial well-being through virtual consultations.

You will conduct client consultations, assess needs, and provide information on suitable financial solutions, while maintaining ongoing client relationships and handling related administrative tasks. Interviews are conducted via Zoom.