Remote Financial Wellness Advisor — Flexible Schedule

AO Garcia Agency; Rutland (VT); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Work from home

Industry leading tools

Job summary

AO Garcia Agency is seeking motivated individuals for a flexible, work-from-home role focused on helping families secure their financial future. You will conduct virtual consultations, assess needs, and guide clients toward suitable solutions while maintaining a healthy work-life balance.

This position offers weekly pay, comprehensive training, and access to industry-leading tools. Successful candidates are passionate, dependable, and able to build lasting client relationships through regular

Qualifications

• Willingness to work from home and maintain a flexible schedule.
• Strong communication and interpersonal skills.
• Motivated, dependable, and coachable.

Responsibilities

• Conduct virtual consultations with clients to understand needs and preferences.
• Assess clients’ needs and educate them on suitable financial solutions.
• Cultivate lasting client relationships through regular check-ins and follow-ups.
• Complete related administrative tasks (note taking, appointment setting, etc.) as needed.

Skills

Virtual consultations

Client needs assessment

Relationship building

Administrative tasks

Tools

Industry leading tools

Job description

AO Garcia Agency is seeking motivated individuals for a flexible, work-from-home role focused on helping families secure their financial future. You will conduct virtual consultations, assess needs, and guide clients toward suitable solutions while maintaining a healthy work-life balance.

This position offers weekly pay, comprehensive training, and access to industry-leading tools. Successful candidates are passionate, dependable, and able to build lasting client relationships through regular