Remote Financial Wellness Advisor | Flexible Growth & Mentorship

Aogarciaagency; Beloit (WI); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Weekly pay

Mentorship

Comprehensive training

Advancement based on performance

No cold calling

Job summary

Aogarciaagency is seeking a self-motivated individual for a role that offers flexibility, work from home, and a clear path for growth. You will conduct virtual consultations and support families' financial well-being while balancing personal life.

The position includes mentorship, comprehensive training, and access to industry-leading tools, with weekly pay and opportunities for advancement based on performance. Interviews via Zoom.

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 (like note taking, appointment setting) as needed.

Job description

Aogarciaagency is seeking a self-motivated individual for a role that offers flexibility, work from home, and a clear path for growth. You will conduct virtual consultations and support families' financial well-being while balancing personal life.

The position includes mentorship, comprehensive training, and access to industry-leading tools, with weekly pay and opportunities for advancement based on performance. Interviews via Zoom.