Remote Financial Wellness Advisor | Flexible & Growth

Aogarciaagency; Bend (OR); Remote; USD 34,440 - 48,216; Part time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and training

Access to industry leading tools

Job summary

Aogarciaagency, located in Bend, Oregon, is seeking a passionate individual to join their team. In this role, you will be responsible for conducting virtual consultations with clients while helping them secure their financial well-being. The company offers a flexible work-from-home option, allowing you to balance personal and professional commitments.

The ideal candidate should be motivated, adaptable, and possess the ability to cultivate strong client relationships through consistent communication. Mentorship and comprehensive training will be provided to ensure your success.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide solutions.
• Cultivate client relationships through check-ins.
• Complete administrative tasks as needed.

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

Aogarciaagency, located in Bend, Oregon, is seeking a passionate individual to join their team. In this role, you will be responsible for conducting virtual consultations with clients while helping them secure their financial well-being. The company offers a flexible work-from-home option, allowing you to balance personal and professional commitments.

The ideal candidate should be motivated, adaptable, and possess the ability to cultivate strong client relationships through consistent communication. Mentorship and comprehensive training will be provided to ensure your success.