Remote Financial Wellness Advisor | Flexible Schedule

Aogarciaagency; Mesa (AZ); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Weekly pay

Mentorship and training

Job summary

Aogarciaagency is seeking passionate individuals for a role in financial consultations with families. This position allows for flexibility with work from home options and opportunities for growth. Ideal candidates will conduct virtual consultations, assess client needs, and build lasting relationships.

Key incentives include no cold calling, a qualified lead program, and weekly pay. Join a supportive team and benefit from mentorship and industry-leading tools.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide solutions.
• Cultivate lasting client relationships through check-ins.

Skills

Passionate

Motivated

Dependable

Adaptable

Job description

Aogarciaagency is seeking passionate individuals for a role in financial consultations with families. This position allows for flexibility with work from home options and opportunities for growth. Ideal candidates will conduct virtual consultations, assess client needs, and build lasting relationships.

Key incentives include no cold calling, a qualified lead program, and weekly pay. Join a supportive team and benefit from mentorship and industry-leading tools.