Remote Financial Wellness Advisor

AO Garcia Agency; Bowling Green (KY); Remote; USD 45,000 - 65,000; 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

Job summary

A prominent agency in financial services is seeking passionate individuals to conduct virtual consultations and support clients' financial well-being. The role offers flexibility with the option to work from home and a focus on building lasting relationships. Ideal candidates should be motivated, competitive, and dependable, with the ability to assess client needs and provide insightful solutions. Join a dynamic team that provides mentorship and industry-leading tools to help you grow your career.

Qualifications

• Ability to conduct virtual consultations with clients.
• Skilled at assessing needs and providing solutions.
• Strong relationship-building capabilities with clients.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide solutions.
• Cultivate lasting relationships through follow-ups.
• Complete administrative tasks like note taking.

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

A prominent agency in financial services is seeking passionate individuals to conduct virtual consultations and support clients' financial well-being. The role offers flexibility with the option to work from home and a focus on building lasting relationships. Ideal candidates should be motivated, competitive, and dependable, with the ability to assess client needs and provide insightful solutions. Join a dynamic team that provides mentorship and industry-leading tools to help you grow your career.