Remote Financial Wellness Advisor

AO Garcia Agency; Billings (MT); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Access to industry-leading tools and technology

Work from home

Job summary

A financial advisory agency is seeking a passionate individual for a role that offers flexibility and growth opportunities. Responsibilities include conducting virtual consultations with clients, assessing their needs, and building lasting relationships through regular check-ins. The position features no cold calling, mentorship, and industry-leading tools with the ability to work from home. Suitable candidates are motivated, adaptable, and trainable, ready to thrive in a performance-based advancement environment.

Qualifications

• Passionate and competitive individual willing to work flexible hours.
• Motivated and dependable with the ability to cultivate relationships.
• Trainable and adaptable to new technologies and methodologies.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients' needs and provide knowledge on solutions.
• Build lasting relationships through consistent check-ins.
• Complete administrative tasks as required.

Job description

A financial advisory agency is seeking a passionate individual for a role that offers flexibility and growth opportunities. Responsibilities include conducting virtual consultations with clients, assessing their needs, and building lasting relationships through regular check-ins. The position features no cold calling, mentorship, and industry-leading tools with the ability to work from home. Suitable candidates are motivated, adaptable, and trainable, ready to thrive in a performance-based advancement environment.