Remote Financial Wellness Advisor — Flexible Growth

Aogarciaagency; Wake Forest (NC); Remote; USD 36,000 - 55,000; Full time

Benefits offered by this job

Weekly pay

Work from home

Mentorship and training

Industry leading tools

Advancement based on performance

Qualified lead program

No cold calling

Job summary

Aogarciaagency is seeking a motivated client consultant to join our remote team. The role offers a flexible schedule and the option to work from home, with Zoom interviews conducted for all candidates.

You will conduct virtual consultations, assess client needs, build lasting relationships, and handle related administrative tasks. Weekly pay, mentorship, and access to industry leading tools support your growth and success in a dynamic environment.

Responsibilities

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

Job description

Aogarciaagency is seeking a motivated client consultant to join our remote team. The role offers a flexible schedule and the option to work from home, with Zoom interviews conducted for all candidates.

You will conduct virtual consultations, assess client needs, build lasting relationships, and handle related administrative tasks. Weekly pay, mentorship, and access to industry leading tools support your growth and success in a dynamic environment.