Remote Financial Wellness Advisor: Flexible & Growth

Aogarciaagency; Clearfield (UT); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Work from home

Weekly pay

Mentorship and training

Advancement based on performance

Qualified lead program

Industry leading tools and technology

Job summary

Aogarciaagency is seeking motivated individuals for a flexible, work-from-home role focused on helping families secure their financial well-being. You will conduct virtual consultations, assess client needs, and provide knowledgeable solutions while building strong relationships through regular check-ins.

The position offers mentorship, comprehensive training, and advancement based on performance, with tools and technology to support remote work. Interviews will be conducted via Zoom.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and explain solutions.
• Build lasting client relationships through regular check-ins.
• Handle related administrative tasks such as note-taking and appointment scheduling.

Job description

Aogarciaagency is seeking motivated individuals for a flexible, work-from-home role focused on helping families secure their financial well-being. You will conduct virtual consultations, assess client needs, and provide knowledgeable solutions while building strong relationships through regular check-ins.

The position offers mentorship, comprehensive training, and advancement based on performance, with tools and technology to support remote work. Interviews will be conducted via Zoom.