Remote Financial Wellness Advisor

AO Garcia Agency; Raleigh (NC); Hybrid; USD 40,000 - 60,000; 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

Work from home

Job summary

A financial services agency in North Carolina is seeking passionate individuals for a role focused on securing families' financial well-being. You will conduct virtual consultations to assess client needs and provide tailored solutions, along with completing administrative tasks. The position offers flexibility to work from home, weekly pay, and mentorship opportunities. Ideal candidates should be motivated, dependable, and capable of building lasting client relationships.

Qualifications

• Passionate and competitive individual with a strong work ethic.
• Motivated and dependable, capable of building client relationships.
• Flexible and trainable, able to adapt to various work scenarios.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and providing relevant solutions.
• Cultivating client relationships through consistent check-ins.
• Completing administrative tasks as needed.

Job description

A financial services agency in North Carolina is seeking passionate individuals for a role focused on securing families' financial well-being. You will conduct virtual consultations to assess client needs and provide tailored solutions, along with completing administrative tasks. The position offers flexibility to work from home, weekly pay, and mentorship opportunities. Ideal candidates should be motivated, dependable, and capable of building lasting client relationships.