Remote Financial Wellness Advisor — Flexible Growth & Weekly Pay

AO Garcia Agency; Gaithersburg (MD); Remote; USD 48,000 - 76,000; Full time

Benefits offered by this job

Work from home

Weekly pay

Mentorship and training

Advancement based on performance

Qualified lead program

Industry leading tools and technology

Job summary

AO Garcia Agency is seeking a motivated professional to join our remote consultations team. You will conduct virtual consultations with clients, assess needs, and guide families toward suitable financial solutions while building lasting relationships.

This role offers flexible scheduling, a mentorship and training program, and advancement based on performance. Weekly pay and access to industry leading tools help you succeed from home.

Qualifications

• Strong communication and client-focused mindset.
• Ability to work remotely and manage schedules.
• Proactive and coachable with a willingness to learn.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and explain solutions.
• Cultivate lasting client relationships through regular check-ins.
• Complete related administrative tasks such as note-taking and appointment setting.

Skills

Virtual consultations

Needs assessment

Client relationship building

Administrative tasks

Tools

CRM software

Video conferencing tools

Job description

AO Garcia Agency is seeking a motivated professional to join our remote consultations team. You will conduct virtual consultations with clients, assess needs, and guide families toward suitable financial solutions while building lasting relationships.

This role offers flexible scheduling, a mentorship and training program, and advancement based on performance. Weekly pay and access to industry leading tools help you succeed from home.