Remote Financial Advisor — Flexible Schedule & Growth

AO Garcia Agency; Twin Falls (ID); Remote; USD 42,000 - 66,000; 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

AO Garcia Agency is offering a flexible, work-from-home role in the United States with a focus on balancing personal and professional life while advancing your career through mentorship and comprehensive training.

The position involves virtual consultations, assessing client needs, and building lasting relationships, with administrative tasks handled as needed. Interviews are conducted via Zoom, and performance-based advancement is available.

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

AO Garcia Agency is offering a flexible, work-from-home role in the United States with a focus on balancing personal and professional life while advancing your career through mentorship and comprehensive training.

The position involves virtual consultations, assessing client needs, and building lasting relationships, with administrative tasks handled as needed. Interviews are conducted via Zoom, and performance-based advancement is available.