Remote Financial Wellness Advisor — Flexible Growth

Lever, Inc.; Huntsville (AL); Remote; USD 45,000 - 90,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Work from home

Industry-leading tools

Job summary

AO Garcia Agency is hiring for a remote client-consultant role that emphasizes flexible scheduling and growth opportunities. You will conduct virtual consultations, assess client needs, and educate on solutions while maintaining strong client relationships through regular check-ins.

The position offers weekly pay, comprehensive mentorship, and access to industry-leading tools and technology, with interviews conducted via Zoom.

Qualifications

• Experience in client-facing roles or direct sales is preferred.
• Strong communication and interpersonal skills.
• Proactive attitude with ability to work independently in a remote setting.

Responsibilities

• Conduct virtual consultations with clients to assess needs and provide solutions.
• Build and maintain relationships through regular check-ins and follow-ups.
• Handle administrative tasks such as notes and scheduling to support client engagements.

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

AO Garcia Agency is hiring for a remote client-consultant role that emphasizes flexible scheduling and growth opportunities. You will conduct virtual consultations, assess client needs, and educate on solutions while maintaining strong client relationships through regular check-ins.

The position offers weekly pay, comprehensive mentorship, and access to industry-leading tools and technology, with interviews conducted via Zoom.