Remote Financial Wellness Advisor - Flexible & Growth

Aogarciaagency; Independence (MO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Advancement based on performance

Work from home

Industry leading tools and technology

Job summary

Aogarciaagency is hiring for a flexible, remote role designed for individuals who want balance and growth. You will conduct virtual consultations with families, assess needs, and educate clients on suitable solutions while maintaining strong relationships.

Enjoy a flexible schedule, work from home with web conference-based presentations, and access mentorship, training, and industry-leading tools. Weekly pay and clear advancement opportunities are provided.

Qualifications

• Candidates should be comfortable conducting virtual consultations.
• Ability to assess client needs and explain solutions clearly.
• Strong focus on building lasting client relationships through regular check-ins.
• Willingness to perform administrative tasks as needed.

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, etc.) as needed.

Skills

Virtual consultations

Needs assessment

Client relationships

Presentation skills

Tools

Industry leading tools

Job description

Aogarciaagency is hiring for a flexible, remote role designed for individuals who want balance and growth. You will conduct virtual consultations with families, assess needs, and educate clients on suitable solutions while maintaining strong relationships.

Enjoy a flexible schedule, work from home with web conference-based presentations, and access mentorship, training, and industry-leading tools. Weekly pay and clear advancement opportunities are provided.