Remote Financial Wellness Advisor – Flexible Hours & Growth

AO Garcia Agency; Rutland (VT); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Weekly pay

Work from home

Mentorship and training

Advancement based on performance

No cold calling

Industry leading tools

Job summary

AO Garcia Agency in the United States is seeking a motivated individual for a flexible, remote role focused on helping families secure their financial well-being through virtual consultations.

You will assess clients' needs, educate on solutions, maintain relationships through regular check-ins, and perform administrative tasks. Interviews via Zoom will be conducted; remote work and growth opportunities are provided.

Responsibilities

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

Skills

Virtual consultations

Client needs assessment

Relationship management

Administrative support

Tools

CRM software

Zoom

Job description

AO Garcia Agency in the United States is seeking a motivated individual for a flexible, remote role focused on helping families secure their financial well-being through virtual consultations.

You will assess clients' needs, educate on solutions, maintain relationships through regular check-ins, and perform administrative tasks. Interviews via Zoom will be conducted; remote work and growth opportunities are provided.