Remote Financial Wellness Advisor-Flexible, Fast-Track Growth

Aogarciaagency; Greensburg (Westmoreland County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

Weekly pay

Mentorship and training

Advancement opportunities

Flexible schedule

Job summary

Aogarciaagency is seeking a self-motivated professional for a remote role that offers flexibility and growth opportunities. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions from home.

You will build lasting client relationships through regular check-ins and handle related administrative tasks such as note taking and appointment setting, all via Zoom.

Qualifications

• Strong communication skills for virtual consultations.
• Ability to assess client needs and articulate suitable financial solutions.
• Prospect and maintain client relationships through regular check-ins.
• Efficient handling of administrative tasks such as note taking and scheduling.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and present financial solutions.
• Cultivate lasting client relationships through regular check-ins.
• Complete related administrative tasks (note taking, appointment setting) as needed.

Skills

Virtual consultations

Needs assessment

Client relationship building

Administrative tasks

Tools

CRM software

Job description

Aogarciaagency is seeking a self-motivated professional for a remote role that offers flexibility and growth opportunities. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions from home.

You will build lasting client relationships through regular check-ins and handle related administrative tasks such as note taking and appointment setting, all via Zoom.