Remote Financial Wellness Advisor — Flexible, Mentored Growth

AO Garcia Agency; Michigan; Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Work from home

Weekly pay

Mentorship and training

Advancement based on performance

Flexible schedule

Industry leading tools and technology

Job summary

AO Garcia Agency is seeking a motivated professional for a remote client advisory role. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions.

Work from home with a flexible schedule, weekly pay, and access to mentorship and training. This position emphasizes relationship building and ongoing client engagement in a remote setting.

Qualifications

• Experience conducting remote client meetings.
• Ability to assess client needs and tailor recommendations.
• Strong focus on building long-term client relationships.

Responsibilities

• Conduct virtual consultations with clients.
• Assess client needs and present suitable solutions.
• Cultivate ongoing client relationships through regular check-ins.
• Handle related admin tasks as needed.

Skills

Virtual consultations

Client needs analysis

Relationship building

Remote work

CRM software

Tools

CRM software

Job description

AO Garcia Agency is seeking a motivated professional for a remote client advisory role. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions.

Work from home with a flexible schedule, weekly pay, and access to mentorship and training. This position emphasizes relationship building and ongoing client engagement in a remote setting.