Remote Financial Wellness Advisor - Flexible Growth

AO Garcia Agency; Minot (ND); Remote; USD 1,420,000 - 2,366,000; Full time

Benefits offered by this job

Weekly pay

Mentorship

Comprehensive training

Advancement based on performance

No cold calling

Qualified lead program

Industry leading tools

Work from home

Job summary

AO Garcia Agency is seeking a motivated individual for a flexible, remote role focused on helping families secure financial well-being. You will conduct virtual consultations, assess client needs, and build lasting relationships while balancing a flexible schedule and personal life. Interviews are conducted via Zoom.

Benefits include weekly pay, mentorship, comprehensive training, and opportunities for advancement based on performance, with access to industry-leading tools and technology.

Qualifications

• Flexible schedule with remote work options.
• Strong interpersonal skills to conduct virtual consultations.
• Willingness to learn and use company tools and technology.

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

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

AO Garcia Agency is seeking a motivated individual for a flexible, remote role focused on helping families secure financial well-being. You will conduct virtual consultations, assess client needs, and build lasting relationships while balancing a flexible schedule and personal life. Interviews are conducted via Zoom.

Benefits include weekly pay, mentorship, comprehensive training, and opportunities for advancement based on performance, with access to industry-leading tools and technology.