Remote Financial Wellness Advisor — Flexible Schedule & Growth

AO Garcia Agency; Aurora (IL); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Weekly pay

Mentorship

Training program

Advancement opportunities

No cold calling

Qualified lead program

Job summary

AO Garcia Agency is seeking a motivated individual for a flexible, work-from-home role that supports families’ financial well-being. You will conduct virtual consultations, assess client needs, and share knowledge on available solutions while balancing personal and professional life.

With weekly pay, mentorship and comprehensive training, advancement is based on performance; no cold calling is required, and you will work with industry-leading tools to manage client relationships and

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.

Job description

AO Garcia Agency is seeking a motivated individual for a flexible, work-from-home role that supports families’ financial well-being. You will conduct virtual consultations, assess client needs, and share knowledge on available solutions while balancing personal and professional life.

With weekly pay, mentorship and comprehensive training, advancement is based on performance; no cold calling is required, and you will work with industry-leading tools to manage client relationships and