Remote Financial Advisor - Flexible, Mentored Growth

Aogarciaagency; Concord (NH); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Job summary

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

You will build lasting client relationships, assess client needs, and provide knowledge on available solutions, while handling related administrative tasks. Interviews will be conducted via Zoom video conferencing.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent, periodic check-ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Job description

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

You will build lasting client relationships, assess client needs, and provide knowledge on available solutions, while handling related administrative tasks. Interviews will be conducted via Zoom video conferencing.