Remote Financial Wellness Advisor

AO Garcia Agency; Bismarck (ND); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team and mentors to ensure they receive clear, helpful help.

Responsibilities emphasize building trust, guiding families through benefits conversations, and applying a proven process. The schedule is flexible, with a focus on real-life balance while delivering meaningful outcomes for clients.

Qualifications

• Clear and human communication is essential.
• Self-discipline with minimal supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentors to ensure client success.

Skills

Communication

Self-discipline

Process orientation

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team and mentors to ensure they receive clear, helpful help.

Responsibilities emphasize building trust, guiding families through benefits conversations, and applying a proven process. The schedule is flexible, with a focus on real-life balance while delivering meaningful outcomes for clients.