Remote Financial Wellness Advisor — Flexible Growth

Aogarciaagency; Concord (NH); Remote; USD 23,000 - 46,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Job summary

Aogarciaagency is hiring for a flexible, work-from-home role focused on helping families with financial well-being through virtual consultations. You will assess client needs, explain suitable solutions, and maintain relationships with regular check-ins while handling related administrative tasks.

Interviews are conducted via Zoom, and advancement is possible based on performance. The position offers a flexible schedule, weekly pay, and access to industry leading tools and training to support

Qualifications

• Experience conducting virtual consultations with clients.
• Ability to assess client needs and explain solutions clearly.
• Proven ability to maintain relationships with clients through regular check-ins.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and explain suitable solutions.
• Cultivate lasting client relationships through regular follow-ups.
• Handle related administrative tasks such as note taking and scheduling.

Skills

Virtual consultations

Client relationship building

Communication skills

Tools

Industry leading tools and technology access

Job description

Aogarciaagency is hiring for a flexible, work-from-home role focused on helping families with financial well-being through virtual consultations. You will assess client needs, explain suitable solutions, and maintain relationships with regular check-ins while handling related administrative tasks.

Interviews are conducted via Zoom, and advancement is possible based on performance. The position offers a flexible schedule, weekly pay, and access to industry leading tools and training to support