Remote Financial Wellness Advisor – Flexible Growth

AO Garcia Agency; Greensburg (Westmoreland County); Remote; USD 23,000 - 36,000; 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

Work from home (web conference-based)

Flexible schedule

Job summary

AO Garcia Agency is seeking a flexible, growth‑oriented professional for a remote role in the United States. You will conduct virtual consultations, assess client needs, and guide them to suitable financial solutions, while maintaining ongoing relationships through regular check-ins.

The position offers a flexible schedule, work-from-home setup and mentorship with access to advanced tools. Interviews are conducted via Zoom and training is provided to accelerate success.

Qualifications

• Passionate, competitive, motivated, dependable, hardworking, adaptable, flexible and trainable.
• Willingness to participate in Zoom interviews and remote trainings.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through periodic check-ins.
• Completing related administrative tasks (note-taking, appointment setting).

Job description

AO Garcia Agency is seeking a flexible, growth‑oriented professional for a remote role in the United States. You will conduct virtual consultations, assess client needs, and guide them to suitable financial solutions, while maintaining ongoing relationships through regular check-ins.

The position offers a flexible schedule, work-from-home setup and mentorship with access to advanced tools. Interviews are conducted via Zoom and training is provided to accelerate success.