Remote Financial Wellness Advisor | Flexible Schedule

Aogarciaagency; Rutland (VT); Remote; USD 36,000 - 57,000; Full time

Benefits offered by this job

Work from home

Weekly pay

Mentorship program

Comprehensive training

Advancement opportunities

Industry-leading tools

Job summary

Aogarciaagency is seeking a motivated individual to join our remote team, offering flexible scheduling and the chance to advance your career through mentorship and training. You'll conduct virtual consultations, assess client needs, and build lasting relationships with families seeking financial guidance.

This role emphasizes high engagement, responsiveness, and reliable performance, with weekly pay and access to industry-leading tools.

Qualifications

• Conduct virtual consultations with clients.
• Assess clients’ needs and explain solutions.
• Maintain and grow client relationships through regular check-ins.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and impart knowledge on solutions.
• Cultivate lasting client relationships through consistent, periodic check-ins.
• Complete related administrative tasks (note taking, appointment setting, etc.).

Skills

Virtual consultations

Client needs assessment

Relationship building

Administrative tasks

Tools

CRM software

Job description

Aogarciaagency is seeking a motivated individual to join our remote team, offering flexible scheduling and the chance to advance your career through mentorship and training. You'll conduct virtual consultations, assess client needs, and build lasting relationships with families seeking financial guidance.

This role emphasizes high engagement, responsiveness, and reliable performance, with weekly pay and access to industry-leading tools.