Remote Financial Wellness Advisor — Flexible Growth & Weekly Pay

Aogarciaagency; Redmond (WA); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Job summary

Aogarciaagency is hiring for a flexible, remote role designed to support families' financial well-being. You can work from home with a flexible schedule while growing your career and gaining access to industry-leading tools and technology.

Daily tasks include conducting virtual consultations, assessing client needs, building lasting relationships through regular check-ins, and completing related administrative duties. Interviews are conducted via Zoom.

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.

Job description

Aogarciaagency is hiring for a flexible, remote role designed to support families' financial well-being. You can work from home with a flexible schedule while growing your career and gaining access to industry-leading tools and technology.

Daily tasks include conducting virtual consultations, assessing client needs, building lasting relationships through regular check-ins, and completing related administrative duties. Interviews are conducted via Zoom.