Remote Financial Wellness Advisor

AO Garcia Agency; Antioch (TN); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Mentorship and complete training

Weekly pay

Industry-leading tools and technology access

Work from home

Job summary

A financial services firm in Tennessee is looking for a passionate individual for a client-focused role. You will conduct virtual consultations, assess client needs, and foster lasting relationships. With flexibility, no cold calling, and a mentorship program, this position offers growth opportunities in a supportive environment. The ideal candidate should be adaptable, motivated, and have a passion for helping others. All interviews will take place online, providing convenience and ease for applicants.

Qualifications

• Demonstrated passion for working with clients.
• Strong communication and relationship-building skills.
• Willingness to learn and adapt to new technologies.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide tailored solutions.
• Maintain strong client relationships with regular check-ins.
• Complete administrative tasks as required.

Skills

Client relationship management

Virtual consultations

Adaptability

Motivation

Job description

A financial services firm in Tennessee is looking for a passionate individual for a client-focused role. You will conduct virtual consultations, assess client needs, and foster lasting relationships. With flexibility, no cold calling, and a mentorship program, this position offers growth opportunities in a supportive environment. The ideal candidate should be adaptable, motivated, and have a passion for helping others. All interviews will take place online, providing convenience and ease for applicants.