Remote Financial Wellness Advisor Flexible Hours & Growth

Aogarciaagency; Beloit (WI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Work from home

Job summary

Aogarciaagency is seeking a motivated professional to join our remote team. You will conduct virtual consultations, assess client needs, and communicate financial solutions while maintaining strong client relationships. A flexible schedule and growth opportunities are available, with interviews conducted via Zoom.

Experience in client support and a proactive, trainable attitude are valued. Weekly pay, mentorship, and access to leading tools are part of the incentives offered for a successful

Qualifications

• Ability to conduct virtual consultations and clearly explain solutions to clients.
• Strong ability to build and maintain client relationships through regular check-ins.
• Comfort with completing administrative tasks (note-taking, scheduling) as needed.

Responsibilities

• Conduct virtual consultations with clients.
• Assess client needs and present suitable financial solutions.
• Nurture client relationships with periodic check-ins.
• Perform related admin duties such as note-taking and appointment setting.

Skills

Communication

Relationship building

Remote work

Tools

Zoom

CRM software

Job description

Aogarciaagency is seeking a motivated professional to join our remote team. You will conduct virtual consultations, assess client needs, and communicate financial solutions while maintaining strong client relationships. A flexible schedule and growth opportunities are available, with interviews conducted via Zoom.

Experience in client support and a proactive, trainable attitude are valued. Weekly pay, mentorship, and access to leading tools are part of the incentives offered for a successful