Remote Financial Wellness Advisor | Flexible Schedule

AO Garcia Agency; Sitka (AK); Remote; USD 27,000 - 46,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Work from home

Industry-leading tools

Job summary

AO Garcia Agency is hiring for a role that offers flexible, work-from-home arrangements with a flexible schedule. The position emphasizes helping families secure their financial well-being and requires you to conduct virtual consultations, assess client needs, and build lasting relationships through regular check-ins.

This opportunity includes mentorship and training, with weekly pay and access to industry-leading tools.

Qualifications

• Conduct virtual consultations with clients.
• Assess client needs and impart knowledge on solutions.
• Cultivate lasting client relationships through regular check-ins.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent, periodic check-ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Skills

Virtual consultations

Job description

AO Garcia Agency is hiring for a role that offers flexible, work-from-home arrangements with a flexible schedule. The position emphasizes helping families secure their financial well-being and requires you to conduct virtual consultations, assess client needs, and build lasting relationships through regular check-ins.

This opportunity includes mentorship and training, with weekly pay and access to industry-leading tools.