Remote Financial Wellness Advisor

AO Garcia Agency; Burlington (VT); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

No cold calling

Qualified leads access

Industry-leading tools and technology access

Job summary

A leading financial consulting agency is looking for passionate individuals for a flexible remote role. You will conduct virtual consultations, assess client needs, and build lasting relationships. The position offers no cold calling, qualified leads, and a performance-based advancement system. Ideal candidates are competitive, motivated, and adaptable. All interviews will be conducted via Zoom video conferencing.

Qualifications

• Must be passionate and motivated to succeed.
• Ability to conduct virtual consultations.
• Dependable and adaptable to change.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients' needs and provide knowledge on solutions.
• Cultivate lasting relationships through periodic check-ins.
• Complete related administrative tasks as needed.

Skills

Client relationship management

Virtual consultation skills

Motivation and adaptability

Job description

A leading financial consulting agency is looking for passionate individuals for a flexible remote role. You will conduct virtual consultations, assess client needs, and build lasting relationships. The position offers no cold calling, qualified leads, and a performance-based advancement system. Ideal candidates are competitive, motivated, and adaptable. All interviews will be conducted via Zoom video conferencing.