Remote Financial Wellness Advisor — Flexible Growth Path

Aogarciaagency; Minot (ND); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Weekly pay

Mentorship

Training

No cold calling

Lead program

Advancement

Tools access

Remote work

Job summary

Aogarciaagency is seeking a motivated, flexible team member who can work from home and manage a hybrid schedule while helping families protect their financial well-being.

You will conduct virtual consultations, assess client needs, build relationships through regular check-ins, and handle related administrative tasks via Zoom-based meetings.

This remote role offers mentorship, training, weekly pay, and access to industry-leading tools, with opportunities for advancement based on performance.

Qualifications

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

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 (like note taking, appointment setting, etc.) as needed.

Skills

Virtual consultations

Client needs analysis

Relationship building

Administrative tasks

Job description

Aogarciaagency is seeking a motivated, flexible team member who can work from home and manage a hybrid schedule while helping families protect their financial well-being.

You will conduct virtual consultations, assess client needs, build relationships through regular check-ins, and handle related administrative tasks via Zoom-based meetings.

This remote role offers mentorship, training, weekly pay, and access to industry-leading tools, with opportunities for advancement based on performance.