Remote Financial Wellness Advisor

AO Garcia Agency; Lewiston (ME); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Mentorship and complete training

Weekly pay

Flexible work schedule

Industry-leading tools and technology access

No cold calling

Qualified lead program

Job summary

A financial consulting firm is seeking motivated individuals for a role focused on securing families' financial well-being. This position allows for a flexible schedule and the option to work from home. Responsibilities include conducting virtual consultations, assessing clients’ needs, and building lasting relationships. Ideal candidates should be passionate, dependable, and adaptable, with strong interpersonal skills. Mentorship and training are provided, along with advanced industry tools and technology.

Qualifications

• Passionate about helping clients secure financial well-being.
• Strong interpersonal skills to build lasting relationships.
• Ability to conduct virtual consultations effectively.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide informed solutions.
• Cultivate client relationships with regular check-ins.
• Complete administrative tasks as needed.

Skills

Client relationship building

Flexibility

Motivation

Adaptability

Job description

A financial consulting firm is seeking motivated individuals for a role focused on securing families' financial well-being. This position allows for a flexible schedule and the option to work from home. Responsibilities include conducting virtual consultations, assessing clients’ needs, and building lasting relationships. Ideal candidates should be passionate, dependable, and adaptable, with strong interpersonal skills. Mentorship and training are provided, along with advanced industry tools and technology.