Remote Financial Wellness Advisor — Flexible Growth Path

AO Garcia Agency; San Jose (CA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Weekly pay

Mentorship and training

Flexible schedule

Job summary

AO Garcia Agency is seeking a passionate sales-oriented professional for a flexible, work-from-home role with growth opportunities in California. You can balance personal and professional life with remote, web-conference based presentations and a schedule that fits your lifestyle.

In this role you will conduct virtual consultations, assess client needs, build lasting relationships through regular check-ins, and handle related administrative tasks while leveraging industry-leading tools.

Qualifications

• Passion for success and client service
• Strong communication and active listening skills
• Ability to build trust and rapport with clients
• Self-motivated with a results-driven approach
• Comfort with remote, online tools and presentations

Responsibilities

• Conduct virtual consultations with clients
• Assess clients’ needs and present suitable solutions
• Build lasting client relationships through regular check-ins
• Complete related administrative tasks (notes, appointments, etc.) as needed

Skills

Communication

Relationship-building

Lead qualification

Virtual consultations

Job description

AO Garcia Agency is seeking a passionate sales-oriented professional for a flexible, work-from-home role with growth opportunities in California. You can balance personal and professional life with remote, web-conference based presentations and a schedule that fits your lifestyle.

In this role you will conduct virtual consultations, assess client needs, build lasting relationships through regular check-ins, and handle related administrative tasks while leveraging industry-leading tools.