Remote Financial Wellness Advisor

AO Garcia Agency; Honolulu (HI); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Work from home

Mentorship and complete training

Weekly pay

Advanced tools and technology access

Qualified lead program

Job summary

A flexible career agency in Honolulu is seeking passionate individuals for a unique role focused on client consultations and financial security. You'll conduct virtual meetings, assess client needs, and maintain strong relationships with check-ins. Enjoy a flexible schedule, no cold calling, and a supportive training program. This role is ideal for those who are motivated and adaptable. All interviews are conducted via Zoom, providing a seamless and convenient application process.

Qualifications

• Passionate, competitive, motivated, dependable, hardworking, adaptable, flexible, and trainable.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide relevant solutions.
• Build and maintain client relationships through regular check-ins.
• Complete necessary administrative tasks such as note-taking and appointment setting.

Job description

A flexible career agency in Honolulu is seeking passionate individuals for a unique role focused on client consultations and financial security. You'll conduct virtual meetings, assess client needs, and maintain strong relationships with check-ins. Enjoy a flexible schedule, no cold calling, and a supportive training program. This role is ideal for those who are motivated and adaptable. All interviews are conducted via Zoom, providing a seamless and convenient application process.