Remote Financial Wellness Advisor — Flexible Growth Path

Aogarciaagency; Honolulu (HI); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Access to industry leading tools and technology

Work from home

Job summary

Aogarciaagency is seeking motivated individuals for a role focused on securing families’ financial well-being. Enjoy the flexibility of working from home and a schedule that lets you balance personal and professional commitments.

Your day-to-day tasks will include conducting virtual consultations, assessing client needs, and completing related administrative duties. This position offers several incentives, including no cold calling and opportunities for advancement.

Qualifications

• Strong interpersonal skills for virtual consultations.
• Ability to cultivate lasting client relationships.
• Administrative skills for note-taking and appointment setting.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide solutions.
• Perform administrative tasks like note-taking.

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

Aogarciaagency is seeking motivated individuals for a role focused on securing families’ financial well-being. Enjoy the flexibility of working from home and a schedule that lets you balance personal and professional commitments.

Your day-to-day tasks will include conducting virtual consultations, assessing client needs, and completing related administrative duties. This position offers several incentives, including no cold calling and opportunities for advancement.