Remote Financial Wellness Advisor - Flexible & Growth

Aogarciaagency; Lexington (KY); Remote; USD 46,000 - 68,000; Full time

Benefits offered by this job

Weekly pay

Mentorship program

Training provided

Remote work

Advancement opportunities

Job summary

Aogarciaagency is seeking a motivated individual for a flexible, work-from-home role focused on helping families secure their financial well-being through virtual consultations. You will assess client needs, explain solutions, and nurture lasting relationships with regular check-ins, while handling related administrative tasks and using industry-leading tools and technology.

Join a supportive team with mentorship, training, and weekly pay, and grow with advancement opportunities based on

Qualifications

• Experience conducting virtual consultations.
• Ability to assess client needs and explain solutions.
• Strong relationship-building and follow-up.
• Ability to manage administrative tasks.

Responsibilities

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

Skills

Virtual consultations

Client needs assessment

Relationship building

Administrative tasks

Tools

CRM software

Video conferencing

Job description

Aogarciaagency is seeking a motivated individual for a flexible, work-from-home role focused on helping families secure their financial well-being through virtual consultations. You will assess client needs, explain solutions, and nurture lasting relationships with regular check-ins, while handling related administrative tasks and using industry-leading tools and technology.

Join a supportive team with mentorship, training, and weekly pay, and grow with advancement opportunities based on