Remote Financial Wellness Advisor — Flexible, Growth-Oriented

AO Garcia Agency; Mesa (AZ); Remote; USD 27,000 - 41,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Work from home (web conference-based)

Job summary

AO Garcia Agency is seeking a self-motivated candidate for a flexible work-from-home role that offers growth opportunities. You will conduct virtual consultations, assess client needs, and educate on our financial solutions while maintaining professional relationships.

This position supports families' financial well-being and rewards performance with mentorship, training, and weekly pay. Interactions occur via Zoom and web conferences, with an emphasis on adaptability, reliability, and strong

Qualifications

• Must be motivated and dependable.
• Strong work ethic and adaptability.
• Excellent communication and relationship skills.
• Willingness to learn and follow mentorship.

Responsibilities

• Conducting virtual consultations with clients.
• Assess clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent, periodic check-ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

AO Garcia Agency is seeking a self-motivated candidate for a flexible work-from-home role that offers growth opportunities. You will conduct virtual consultations, assess client needs, and educate on our financial solutions while maintaining professional relationships.

This position supports families' financial well-being and rewards performance with mentorship, training, and weekly pay. Interactions occur via Zoom and web conferences, with an emphasis on adaptability, reliability, and strong