Remote Financial Wellness Advisor - Flexible & Growth

AO Garcia Agency; Kenner (LA); Remote; USD 36,000 - 48,000; 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)

Job summary

AO Garcia Agency is seeking a motivated candidate for a remote role that supports families’ financial well-being with flexible scheduling and home-based work. The position emphasizes virtual meetings, client education, and ongoing relationship management.

The role includes training and mentorship, access to industry-leading tools, and progression based on performance, with weekly pay. Interviews will be conducted via Zoom.

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 (like note taking, appointment setting, etc.) as needed.

Job description

AO Garcia Agency is seeking a motivated candidate for a remote role that supports families’ financial well-being with flexible scheduling and home-based work. The position emphasizes virtual meetings, client education, and ongoing relationship management.

The role includes training and mentorship, access to industry-leading tools, and progression based on performance, with weekly pay. Interviews will be conducted via Zoom.