Remote Financial Wellness Advisor: Flexible Growth

Aogarciaagency; West Lafayette (IN); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Mentorship and complete training

Access to industry-leading tools and technology

Weekly pay

No cold calling

Job summary

Aogarciaagency in West Lafayette, Indiana, is seeking passionate individuals for a role focused on securing families' financial well-being. This position offers the flexibility to work from home, providing a balance between professional growth and personal life.

Your daily tasks will include conducting virtual consultations, assessing client needs, and building lasting relationships. Additionally, you will benefit from mentorship and industry-leading tools to help you succeed.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and educate on solutions.
• Cultivate lasting client relationships through check-ins.
• Complete administrative tasks like note taking.

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

Aogarciaagency in West Lafayette, Indiana, is seeking passionate individuals for a role focused on securing families' financial well-being. This position offers the flexibility to work from home, providing a balance between professional growth and personal life.

Your daily tasks will include conducting virtual consultations, assessing client needs, and building lasting relationships. Additionally, you will benefit from mentorship and industry-leading tools to help you succeed.