Remote Financial Wellness Advisor - Flexible Hours

Aogarciaagency; Clearfield (UT); Remote; USD 27,000 - 46,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Advancement opportunities

Remote work from home

Industry leading tools and tech access

Job summary

Aogarciaagency is seeking motivated individuals for a flexible, remote role that offers growth, weekly pay, and training. You will conduct virtual consultations, assess client needs, and educate on financial solutions, helping families secure their financial well-being. All interviews are via Zoom.

Candidates should be passionate, dependable, adaptable, and trainable. The position features work-from-home with a flexible schedule and mentorship, using industry-leading tools to manage client

Qualifications

• Experience conducting virtual consultations with clients.
• Ability to assess client needs and explain financial solutions.
• Excellent relationship-building and follow-up skills.
• Strong administrative task management.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through periodic check-ins.
• Completing related administrative tasks as needed.

Job description

Aogarciaagency is seeking motivated individuals for a flexible, remote role that offers growth, weekly pay, and training. You will conduct virtual consultations, assess client needs, and educate on financial solutions, helping families secure their financial well-being. All interviews are via Zoom.

Candidates should be passionate, dependable, adaptable, and trainable. The position features work-from-home with a flexible schedule and mentorship, using industry-leading tools to manage client