Remote Financial Wellness Advisor: Flexible & Growth

Aogarciaagency; Virginia Beach (VA); 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

Access to industry leading tools and technology

Job summary

Aogarciaagency is seeking passionate individuals for a role focused on securing financial well-being for families. This position allows for work from home with flexible scheduling, offering career growth opportunities.

As a vital part of the team, you will conduct virtual consultations, assess client needs, and maintain lasting relationships through regular check-ins. The company emphasizes mentorship, training, and provides industry-leading tools and technology for success.

Qualifications

• Strong interpersonal skills for virtual consultations.
• Ability to assess client needs effectively.
• Proven capability to build long-term client relationships.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients' needs and provide knowledgeable solutions.
• Build lasting client relationships through regular check-ins.
• Handle administrative tasks as needed, including note-taking.

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

Aogarciaagency is seeking passionate individuals for a role focused on securing financial well-being for families. This position allows for work from home with flexible scheduling, offering career growth opportunities.

As a vital part of the team, you will conduct virtual consultations, assess client needs, and maintain lasting relationships through regular check-ins. The company emphasizes mentorship, training, and provides industry-leading tools and technology for success.