Remote Financial Wellness Advisor Flexible Schedule Growth

AO Garcia Agency; Chesapeake (VA); Remote; USD 55,000 - 73,000; Full time

Benefits offered by this job

Weekly pay

Work from home (web conference-based)

Mentorship and complete training

Industry leading tools and technology

No cold calling

Qualified lead program

Advancement based on performance

Job summary

AO Garcia Agency is seeking a motivated candidate for a flexible, remote role focused on helping families secure financial well-being. You will conduct virtual consultations, assess client needs, and present tailored solutions while maintaining ongoing client relationships.

The position offers a supportive environment with mentorship, training, and access to industry-leading tools, plus a remote-friendly schedule and weekly pay.

Qualifications

• Experience in consultative selling and ability to assess client needs.
• Proven ability to build and maintain client relationships.
• Excellent communication and presentation skills.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and explain solutions.
• Build lasting relationships through regular check-ins.
• Handle related administrative tasks as needed.

Skills

Consultative selling

Client relationships

Communication

Tools

CRM software

Virtual presentation tools

Job description

AO Garcia Agency is seeking a motivated candidate for a flexible, remote role focused on helping families secure financial well-being. You will conduct virtual consultations, assess client needs, and present tailored solutions while maintaining ongoing client relationships.

The position offers a supportive environment with mentorship, training, and access to industry-leading tools, plus a remote-friendly schedule and weekly pay.