Remote Financial Wellness Advisor

AO Garcia Agency; Mesa (AZ); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Weekly pay

Work from home (remote)

Mentorship and training

Advancement based on performance

Flexible schedule

Job summary

AO Garcia Agency seeks a motivated professional for a remote role focused on helping families secure their financial well-being. The position offers flexibility, growth opportunities, and the ability to work from home with a flexible schedule.

Typical day includes virtual consultations, assessing client needs, and providing knowledge on effective solutions, with regular check-ins and related administrative duties to support ongoing client care.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent, periodic check-ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Job description

AO Garcia Agency seeks a motivated professional for a remote role focused on helping families secure their financial well-being. The position offers flexibility, growth opportunities, and the ability to work from home with a flexible schedule.

Typical day includes virtual consultations, assessing client needs, and providing knowledge on effective solutions, with regular check-ins and related administrative duties to support ongoing client care.