Remote Financial Wellness Advisor

AO Garcia Agency; Minot (ND); Remote; USD 45,000 - 77,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Work from home with web conference

Flexible schedule

Job summary

AO Garcia Agency offers a flexible work-from-home role with a supportive team and opportunities for growth. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions.

This position emphasizes relationship building, regular client check-ins, and handling administrative duties, with mentorship and training provided. Weekly pay and industry‑leading tools support your development and success.

Qualifications

• Able to conduct virtual consultations with clients.
• Assess client needs and explain suitable solutions.
• Maintain relationships through regular check-ins.
• Perform related administrative tasks as needed.

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 (notes, appointments, etc.).

Skills

Virtual consultations

Client needs assessment

Relationship building

Administrative tasks

Note taking

Job description

AO Garcia Agency offers a flexible work-from-home role with a supportive team and opportunities for growth. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions.

This position emphasizes relationship building, regular client check-ins, and handling administrative duties, with mentorship and training provided. Weekly pay and industry‑leading tools support your development and success.