Remote Financial Advisor Flexible Mentorship & Growth

Aogarciaagency; Rutland (VT); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Weekly pay

Work from home (virtual presentations)

Mentorship and complete training

Advancement based on performance

No cold calling

Industry leading tools and technology

Job summary

Aogarciaagency is seeking a motivated individual for a remote, flexible position focused on guiding families toward suitable financial solutions. You’ll conduct virtual consultations, assess client needs, and foster ongoing relationships from your home office.

This role emphasizes growth, mentorship, and access to leading tools. A supportive team, performance-based advancement, and a flexible schedule help balance personal and professional life while delivering value to clients.

Qualifications

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

Responsibilities

• Conduct virtual consultations with clients to assess needs and present solutions.
• Build and maintain strong client relationships through regular follow-ups.
• Document interactions and update client records accurately.
• Handle administrative tasks such as note taking and appointment setting as required.

Skills

Virtual consultations

Client relationship management

Administrative coordination

Appointment setting

Tools

CRM tools

Scheduling software

Job description

Aogarciaagency is seeking a motivated individual for a remote, flexible position focused on guiding families toward suitable financial solutions. You’ll conduct virtual consultations, assess client needs, and foster ongoing relationships from your home office.

This role emphasizes growth, mentorship, and access to leading tools. A supportive team, performance-based advancement, and a flexible schedule help balance personal and professional life while delivering value to clients.