Remote Financial Wellness Advisor — Flexible & Weekly Pay

Aogarciaagency; Gresham (OR); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Weekly pay

Mentorship and complete training

Industry leading tools and technology access

Job summary

Aogarciaagency is looking for a passionate individual to secure families’ financial well-being while offering the flexibility of working from home. You will conduct virtual consultations and build strong client relationships through regular check-ins.

The role emphasizes adaptability and motivation, supported by complete training and industry-leading tools. Interviews will be held via Zoom, ensuring a seamless onboarding process.

Responsibilities

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

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

Aogarciaagency is looking for a passionate individual to secure families’ financial well-being while offering the flexibility of working from home. You will conduct virtual consultations and build strong client relationships through regular check-ins.

The role emphasizes adaptability and motivation, supported by complete training and industry-leading tools. Interviews will be held via Zoom, ensuring a seamless onboarding process.