Remote Financial Wellness Advisor — Flexible Growth & Training

AO Garcia Agency; Wake Forest (NC); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Advancement opportunities

Flexible schedule

Work from home

Job summary

AO Garcia Agency is hiring for a remote role that offers flexibility and growth. You will conduct virtual consultations, assess client needs, and educate clients on solutions while building lasting relationships.

The position emphasizes a flexible schedule, weekly pay, mentorship, and comprehensive training, with access to industry-leading tools and technology. Interviews are conducted via Zoom.

Qualifications

• Ability to conduct virtual consultations with clients.
• Strong communication and relationship-building skills.

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 relationship

Communication skills

Adaptability

Job description

AO Garcia Agency is hiring for a remote role that offers flexibility and growth. You will conduct virtual consultations, assess client needs, and educate clients on solutions while building lasting relationships.

The position emphasizes a flexible schedule, weekly pay, mentorship, and comprehensive training, with access to industry-leading tools and technology. Interviews are conducted via Zoom.