Remote Financial Wellness Advisor — Flexible Schedule

AO Garcia Agency; Passaic (NJ); Remote; USD 42,000 - 60,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Job summary

AO Garcia Agency in the United States seeks a motivated individual for a flexible, work-from-home role focused on helping families secure financial well-being through virtual consultations. You will assess client needs, provide solutions, and maintain relationships with regular check-ins while handling related admin tasks.

The position offers weekly pay, mentorship, and access to industry-leading tools. Interviews are conducted via Zoom, and the role embraces a supportive training environment

Qualifications

• Strong communication and empathy to assess client needs.
• Ability to conduct virtual consultations.
• Comfort with remote work and flexible schedules.

Responsibilities

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

Skills

Communication

Relationship-building

Adaptability

Self-motivation

Job description

AO Garcia Agency in the United States seeks a motivated individual for a flexible, work-from-home role focused on helping families secure financial well-being through virtual consultations. You will assess client needs, provide solutions, and maintain relationships with regular check-ins while handling related admin tasks.

The position offers weekly pay, mentorship, and access to industry-leading tools. Interviews are conducted via Zoom, and the role embraces a supportive training environment