Remote Financial Wellness Advisor

AO Garcia Agency; Wheeling (WV); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Flexible schedule

Weekly pay

Qualified lead program

Mentorship and complete training

Access to industry-leading tools

Job summary

A financial services agency in West Virginia is looking for passionate individuals to join their team in a role focused on securing families' financial well-being. The position offers flexibility, including work from home options, and a chance for professional growth through mentorship and training. Responsibilities include conducting virtual consultations, assessing client needs, and fostering lasting relationships. Ideal candidates are motivated, dependable, and adaptable, eager to thrive in a performance-driven environment.

Qualifications

• Ability to conduct virtual consultations with clients.
• Strong relationship-building skills.
• Competence in completing administrative tasks efficiently.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and advising on solutions.
• Cultivating lasting client relationships through periodic check-ins.
• Completing related administrative tasks as needed.

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Tools

Web conferencing tools

Industry-leading technology

Job description

A financial services agency in West Virginia is looking for passionate individuals to join their team in a role focused on securing families' financial well-being. The position offers flexibility, including work from home options, and a chance for professional growth through mentorship and training. Responsibilities include conducting virtual consultations, assessing client needs, and fostering lasting relationships. Ideal candidates are motivated, dependable, and adaptable, eager to thrive in a performance-driven environment.