Remote Financial Wellness Advisor — Build Your Own Path

Aogarciaagency; Aurora (IL); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Weekly pay

Mentorship and complete training

Access to industry-leading tools and technology

Job summary

Aogarciaagency is looking for passionate individuals to secure families' financial well-being. This role offers a flexible schedule and the chance to work from home, allowing you to balance your personal and professional life effectively.

You will conduct virtual consultations, assess client needs, and maintain lasting relationships through regular check-ins. The position includes no cold calling and provides industry-leading tools.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients' needs and impart knowledge on solutions.
• Cultivate lasting client relationships through consistent check-ins.
• Complete related administrative tasks as needed.

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

Aogarciaagency is looking for passionate individuals to secure families' financial well-being. This role offers a flexible schedule and the chance to work from home, allowing you to balance your personal and professional life effectively.

You will conduct virtual consultations, assess client needs, and maintain lasting relationships through regular check-ins. The position includes no cold calling and provides industry-leading tools.