Remote Financial Wellness Advisor | Flexible Hours & Growth

Aogarciaagency; Clarksville (TN); Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Advancement opportunities

No cold calling

Qualified lead program

Industry leading tools

Work from home

Job summary

Aogarciaagency is seeking motivated individuals for a remote position offering flexible scheduling and the opportunity to work from home while helping families achieve financial well-being.

In this role, you will conduct virtual consultations, assess client needs, and provide guidance on available solutions. Expect weekly pay, mentorship, and advancement opportunities based on performance. Interviews will be conducted via Zoom video conferencing.

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 seeking motivated individuals for a remote position offering flexible scheduling and the opportunity to work from home while helping families achieve financial well-being.

In this role, you will conduct virtual consultations, assess client needs, and provide guidance on available solutions. Expect weekly pay, mentorship, and advancement opportunities based on performance. Interviews will be conducted via Zoom video conferencing.