Remote Financial Wellness Advisor - Flexible Growth & Mentorship

Aogarciaagency

Elyria (OH)

Remote

USD 45,000 - 60,000

Full time

14 days+
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Benefits offered by this job

Work from home
Weekly pay
Mentorship and complete training
Advancement based on performance
Industry leading tools and technology

Job summary

Aogarciaagency is seeking a motivated individual for a flexible, work-from-home role that supports personal and professional balance while offering growth opportunities.

You will conduct virtual consultations, assess client needs, and share knowledge on available solutions. You will nurture lasting client relationships through regular follow-ups and handle related administrative tasks as needed. Interviews are conducted via Zoom.

Qualifications

  • Passionate, competitive, motivated, dependable, hardworking values.
  • Adaptable, flexible, trainable mindset preferred.

Responsibilities

  • Conduct virtual consultations with clients.
  • Assess clients’ needs and explain available solutions.
  • Cultivate lasting client relationships through regular check-ins.
  • Perform related administrative tasks (notes, scheduling, etc.).

Skills

Virtual consultations
Client needs assessment
Relationship building
Communication

Job description

Aogarciaagency is seeking a motivated individual for a flexible, work-from-home role that supports personal and professional balance while offering growth opportunities.

You will conduct virtual consultations, assess client needs, and share knowledge on available solutions. You will nurture lasting client relationships through regular follow-ups and handle related administrative tasks as needed. Interviews are conducted via Zoom.

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