Remote Financial Wellness Advisor — Flexible Hours & Growth

AO Garcia Agency; Salina (KS); Remote; USD 36,000 - 55,000; Full time

Benefits offered by this job

Work from home

Weekly pay

Mentorship program

Advancement opportunity

Training provided

Industry leading tools

Job summary

AO Garcia Agency is hiring for a remote role that emphasizes flexibility and growth. You will conduct virtual consultations, assess client needs, and guide families toward suitable solutions while maintaining ongoing client relationships.

The position offers weekly pay, mentorship, and comprehensive training, with advancement based on performance and access to industry-leading tools and technology.

Qualifications

• Ability to conduct virtual consultations with clients.
• Strong needs assessment and solution presentation skills.
• Proven ability to build and maintain client relationships.
• Reliable time management and organizational skills.

Responsibilities

• Conduct virtual consultations with clients.
• Assess client needs and present solutions.
• Cultivate lasting client relationships through regular check-ins.
• Complete related administrative tasks as needed.

Skills

Virtual consultations

Needs assessment

Client relationships

Time management

Tools

CRM software

Job description

AO Garcia Agency is hiring for a remote role that emphasizes flexibility and growth. You will conduct virtual consultations, assess client needs, and guide families toward suitable solutions while maintaining ongoing client relationships.

The position offers weekly pay, mentorship, and comprehensive training, with advancement based on performance and access to industry-leading tools and technology.