Remote Financial Wellness Advisor — Flexible Schedule

Aogarciaagency; Tampa (FL); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology access

Job summary

Aogarciaagency is seeking a passionate individual for a role focused on securing families' financial well-being. This position offers the flexibility of working from home, allowing you to balance your personal and professional life while making a meaningful impact.

Your daily responsibilities will include conducting virtual consultations, assessing clients' needs, and building lasting relationships through check-ins and administrative tasks.

The role comes with advantages like no cold calling, a qualified lead program, mentorship, and industry-leading tools.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and impart knowledge on solutions.
• Cultivate lasting client relationships through consistent check-ins.
• Complete related administrative tasks as needed.

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

Aogarciaagency is seeking a passionate individual for a role focused on securing families' financial well-being. This position offers the flexibility of working from home, allowing you to balance your personal and professional life while making a meaningful impact.

Your daily responsibilities will include conducting virtual consultations, assessing clients' needs, and building lasting relationships through check-ins and administrative tasks.

The role comes with advantages like no cold calling, a qualified lead program, mentorship, and industry-leading tools.