Remote Financial Wellness Advisor - Flexible, Weekly Pay

AO Garcia Agency

Tampa (FL)

Remote

USD 40,000 - 70,000

Full time

6 days ago
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Benefits offered by this job

Weekly pay
Mentorship and training
Work from home
Advancement based on performance
No cold calling
Qualified lead program
Industry leading tools

Job summary

AO Garcia Agency in the United States offers a flexible remote role with opportunities for growth through mentorship and training. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions while maintaining strong client relationships.

Ideal candidates are passionate, competitive, and adaptable, comfortable with a flexible schedule, and able to thrive in a remote, technology-driven environment with weekly pay and performance-based

Qualifications

  • Passionate, motivated and dependable with a strong work ethic.
  • Comfortable with virtual consultations and remote interactions.
  • Willing to learn quickly and adapt to new tools and processes.
  • Open to flexible schedules and remote work environments.

Responsibilities

  • Conducting virtual consultations with clients.
  • Assessing clients’ needs and imparting knowledge on solutions.
  • Cultivating lasting client relationships through periodic check-ins.
  • Completing related administrative tasks as needed.

Skills

Passionate
Competitive
Motivated
Dependable
Hardworking
Adaptable
Flexible
Trainable

Job description

AO Garcia Agency in the United States offers a flexible remote role with opportunities for growth through mentorship and training. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions while maintaining strong client relationships.

Ideal candidates are passionate, competitive, and adaptable, comfortable with a flexible schedule, and able to thrive in a remote, technology-driven environment with weekly pay and performance-based

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