Remote Financial Wellness Advisor - Flexible Growth Role

AO Globe Life; Columbia Township (MO); À distance; USD 45 000 - 60 000; Plein temps

Avantages offerts par ce poste

Work from home

Weekly pay

Mentorship and complete training

Advancement based on performance

Industry leading tools and technology

Résumé du poste

AO Garcia Agency is seeking a motivated candidate for a remote position offering flexible scheduling and professional growth. You will conduct virtual consultations, assess client needs, and share knowledge about financial solutions while maintaining ongoing client relationships.

The role includes administrative tasks and training with access to leading tools and technology. Weekly pay and clear advancement opportunities are provided, with Zoom interviews conducted for all applicants.

Qualifications

• Virtual consultations with clients.
• Assessing clients’ needs and explaining financial solutions.
• Building relationships through regular check-ins.

Responsabilités

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide financial solutions information.
• Maintain client relationships with periodic follow-ups.
• Complete related administrative tasks (notes, scheduling).

Description du poste

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career.

In this role, you will assume a vital position in securing families’ financial well-being..

Typical day-to-day tasks include:

• 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.

Incentives include but not limited to:

• No cold calling

• Qualified lead program

• Advancement based on performance

• Weekly pay

• Mentorship and complete training

• Industry leading tools and technology access

• Work from home (web conference-based presentations)

Looking for candidates who hold the below characteristics:

Passionate. Competitive. Motivated. Dependable. Hardworking. Adaptable. Flexible, Trainable.

If you are a hard-working, motivated team player, this may be an opportunity for you!

*All interviews will be conducted via Zoom video conferencing

(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)