Remote Financial Wellness Advisor

AO Garcia Agency; Pawtucket (RI); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology access

Job summary

A financial services firm is seeking passionate individuals for a remote role. You will conduct virtual consultations, assess client needs, and foster relationships, all while enjoying flexibility in your work schedule. The position emphasizes growth opportunities without cold calling and includes performance-based advancement. This role prioritizes creating a balanced professional and personal life with the support of mentorship and industry-leading tools.

Qualifications

• Passionate individual with a competitive and motivated attitude.
• Dependable, hardworking, adaptable, and trainable.

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 as needed.

Job description

A financial services firm is seeking passionate individuals for a remote role. You will conduct virtual consultations, assess client needs, and foster relationships, all while enjoying flexibility in your work schedule. The position emphasizes growth opportunities without cold calling and includes performance-based advancement. This role prioritizes creating a balanced professional and personal life with the support of mentorship and industry-leading tools.