Remote Financial Wellness Advisor — Flexible Growth Career

AO Garcia Agency; Suwanee (GA); Remote; USD 32,000 - 55,000; Full time

Benefits offered by this job

No cold calling

Qualified leads

Advancement on performance

Weekly pay

Mentorship

Training

Industry tools

Work from home

Job summary

AO Garcia Agency is seeking a motivated candidate for a flexible, work-from-home role that balances personal and professional growth. You'll conduct virtual consultations, assess client needs, and build lasting relationships while contributing to families' financial well-being.

The role offers weekly pay, comprehensive training, mentorship, and access to industry-leading tools and technology. Interviews are conducted via Zoom, and advancement is based on performance.

Qualifications

• Passionate, competitive, motivated and dependable.
• Flexible, trainable and adaptable.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and impart knowledge on solutions.
• Cultivate lasting client relationships through periodic check-ins.
• Complete related administrative tasks (notes, appointments, etc.).

Job description

AO Garcia Agency is seeking a motivated candidate for a flexible, work-from-home role that balances personal and professional growth. You'll conduct virtual consultations, assess client needs, and build lasting relationships while contributing to families' financial well-being.

The role offers weekly pay, comprehensive training, mentorship, and access to industry-leading tools and technology. Interviews are conducted via Zoom, and advancement is based on performance.