Remote Financial Wellness Advisor – Flexible Growth

AO Garcia Agency; Salina (KS); Remote; USD 23,000 - 41,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Remote work

Flexible schedule

Industry leading tools

Job summary

AO Garcia Agency in the United States is seeking motivated individuals for a flexible, work-from-home role. You will conduct virtual consultations, assess client needs, and present solutions to help families secure financial well-being.

This position emphasizes building lasting client relationships through regular check-ins, completing admin tasks, and taking advantage of mentorship, training, and advanced tools. A supportive team and growth opportunities are offered.

Qualifications

• Excellent communication and active listening.
• Ability to conduct virtual consultations.
• Strong organizational skills for admin tasks.

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 (notes, scheduling, etc.).

Skills

Communication skills

Client relationship management

Adaptability

Remote work

Tools

Video conferencing tools

Job description

AO Garcia Agency in the United States is seeking motivated individuals for a flexible, work-from-home role. You will conduct virtual consultations, assess client needs, and present solutions to help families secure financial well-being.

This position emphasizes building lasting client relationships through regular check-ins, completing admin tasks, and taking advantage of mentorship, training, and advanced tools. A supportive team and growth opportunities are offered.