Remote Financial Wellness Advisor: Flexible Growth & Weekly Pay

Aogarciaagency; Clarksville (TN); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Weekly pay

Mentorship

Training

Advancement opportunities

Industry leading tools

Job summary

Aogarciaagency is seeking a motivated sales/consultant to provide virtual consultations and guide families toward financial solutions.

The role emphasizes assessing client needs, building lasting relationships, and handling administrative tasks from home with a flexible schedule. Training and mentorship are provided, with opportunities for advancement and use of industry-leading tools.

Qualifications

• Excellent communication and listening skills.
• Ability to work effectively from home with discipline.
• Willingness to learn and adapt to tools and processes.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and explain financial solutions.
• Build and maintain strong client relationships with regular check-ins.
• Complete administrative tasks (note-taking, scheduling, etc.) as needed.

Skills

Virtual consultations

Client assessment

Relationship building

Administrative tasks

Tools

CRM software

Job description

Aogarciaagency is seeking a motivated sales/consultant to provide virtual consultations and guide families toward financial solutions.

The role emphasizes assessing client needs, building lasting relationships, and handling administrative tasks from home with a flexible schedule. Training and mentorship are provided, with opportunities for advancement and use of industry-leading tools.