Remote Financial Wellness Advisor — Flexible Hours, Growth

Aogarciaagency; Broken Arrow (OK); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Weekly pay

Mentorship and complete training

Industry leading tools and technology access

Job summary

Aogarciaagency is looking for passionate individuals for a fulfilling role focused on securing families’ financial well-being. You will conduct virtual consultations, assess client needs, and build lasting relationships.

This position offers a flexible schedule with work-from-home options, weekly pay, and opportunities for advancement based on performance. A complete training program and access to industry-leading tools are provided. All interviews will be conducted via Zoom.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and impart knowledge on solutions.
• Cultivate lasting client relationships through consistent check-ins.
• Complete related administrative tasks (like note taking, appointment setting, etc.).

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

Aogarciaagency is looking for passionate individuals for a fulfilling role focused on securing families’ financial well-being. You will conduct virtual consultations, assess client needs, and build lasting relationships.

This position offers a flexible schedule with work-from-home options, weekly pay, and opportunities for advancement based on performance. A complete training program and access to industry-leading tools are provided. All interviews will be conducted via Zoom.