Remote Financial Wellness Advisor — Flexible Growth Path

Aogarciaagency; Meridian (ID); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Mentorship and complete training

Weekly pay

Work from home (web conference-based presentations)

Job summary

Aogarciaagency is seeking a passionate individual for a role that focuses on securing families’ financial well-being. This position offers flexibility with options to work from home and maintain a healthy work-life balance.

You will conduct virtual consultations and build lasting relationships with clients while performing necessary administrative tasks. Enjoy incentives such as no cold calling, a qualified lead program, and complete training with access to industry-leading tools.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent, periodic check-ins.
• Completing related administrative tasks as needed.

Job description

Aogarciaagency is seeking a passionate individual for a role that focuses on securing families’ financial well-being. This position offers flexibility with options to work from home and maintain a healthy work-life balance.

You will conduct virtual consultations and build lasting relationships with clients while performing necessary administrative tasks. Enjoy incentives such as no cold calling, a qualified lead program, and complete training with access to industry-leading tools.