Remote Financial Wellness Advisor - Flexible Growth

AO Garcia Agency; Stamford (CT); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Advanced tools and technology access

No cold calling

Qualified lead program

Advancement based on performance

Work from home

Job summary

AO Garcia Agency in Stamford, CT seeks a motivated remote professional to conduct virtual consultations and guide families toward suitable financial solutions. You will assess needs, educate clients, and maintain relationships through regular check-ins, while handling related administrative duties.

The role emphasizes flexibility, training, and the chance to advance based on performance, with weekly pay and industry-standard tools supporting your success.

Qualifications

• Strong communication and listening skills.
• Ability to work remotely and balance schedules.
• Comfort with virtual consultations and online tools.
• Willingness to learn and adapt to new processes.

Responsibilities

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

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

AO Garcia Agency in Stamford, CT seeks a motivated remote professional to conduct virtual consultations and guide families toward suitable financial solutions. You will assess needs, educate clients, and maintain relationships through regular check-ins, while handling related administrative duties.

The role emphasizes flexibility, training, and the chance to advance based on performance, with weekly pay and industry-standard tools supporting your success.