Remote Financial Wellness Advisor

AO Garcia Agency; Taylor (MI); 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 advisory firm is looking for passionate individuals for a role that emphasizes client consultations and relationship building. This position offers a flexible work schedule and the option to work from home. Responsibilities include assessing clients' needs, providing tailored solutions, and completing related administrative tasks. Desired characteristics include being motivated, adaptable, and dependable. There are no cold calls, and extensive training is provided.

Qualifications

• Passionate, competitive, and motivated character traits.
• Adaptable and flexible to a work-from-home environment.
• Dependable and hardworking personality.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients' needs and provide solutions.
• Cultivate lasting client relationships through follow-ups.
• Complete administrative tasks related to the role.

Job description

A financial advisory firm is looking for passionate individuals for a role that emphasizes client consultations and relationship building. This position offers a flexible work schedule and the option to work from home. Responsibilities include assessing clients' needs, providing tailored solutions, and completing related administrative tasks. Desired characteristics include being motivated, adaptable, and dependable. There are no cold calls, and extensive training is provided.