Remote Financial Wellness Advisor — Flexible Growth

AO Garcia Agency; Portland (OR); Remote; USD 35,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement on performance

Weekly pay

Mentorship & training

Leading tools & tech access

Work from home

Job summary

AO Garcia Agency is seeking a motivated candidate for a remote role focused on helping families achieve financial well-being. The position involves virtual consultations with clients, needs assessment, and ongoing client relationships, with weekly pay and comprehensive training.

Candidates should be passionate, dependable, and adaptable, and interviews are conducted via Zoom. This opportunity supports work-life balance with a flexible schedule and access to industry-leading tools.

Qualifications

• Must be able to work from home with a flexible schedule.
• Excellent communication and ability to build lasting client relationships.
• Willingness to participate in Zoom interviews.

Responsibilities

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

Skills

Virtual consultations

Needs assessment

Relationship building

Job description

AO Garcia Agency is seeking a motivated candidate for a remote role focused on helping families achieve financial well-being. The position involves virtual consultations with clients, needs assessment, and ongoing client relationships, with weekly pay and comprehensive training.

Candidates should be passionate, dependable, and adaptable, and interviews are conducted via Zoom. This opportunity supports work-life balance with a flexible schedule and access to industry-leading tools.