Remote Financial Wellness Advisor - Flexible Growth & Mentorship

Aogarciaagency; Elyria (OH); Remote; USD 45,000 - 60,000; Full time

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.