Remote Financial Wellness Advisor | Flexible & Growth

Aogarciaagency; Portland (ME); Remote; USD 40,000 - 60,000; 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 access

Job summary

Aogarciaagency is seeking a passionate individual for a role focused on securing families’ financial well-being. This position offers flexibility to work from home and allows for the cultivation of lasting relationships with clients through virtual consultations.

Responsibilities include assessing clients’ needs, providing solutions, and handling necessary administrative tasks. The ideal candidate will thrive in a competitive and adaptable environment, taking advantage of industry-leading tools and mentorship.

Qualifications

• Passionate, competitive, and motivated individual willing to work in a flexible environment.
• Dependable and adaptable team player.
• Hardworking and trainable.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide knowledgeable solutions.
• Cultivate lasting client relationships through check-ins.
• Complete administrative tasks as needed.

Job description

Aogarciaagency is seeking a passionate individual for a role focused on securing families’ financial well-being. This position offers flexibility to work from home and allows for the cultivation of lasting relationships with clients through virtual consultations.

Responsibilities include assessing clients’ needs, providing solutions, and handling necessary administrative tasks. The ideal candidate will thrive in a competitive and adaptable environment, taking advantage of industry-leading tools and mentorship.