Remote Financial Wellness Advisor - Growth & Flex

Aogarciaagency; San Jose (CA); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Weekly pay

Mentorship and training

Industry leading tools and technology

Job summary

Aogarciaagency is looking for passionate individuals to offer flexibility and growth opportunities. In this role, you will secure families’ financial well-being through virtual consultations and relationship-building.

You will enjoy the flexibility of working from home and receive mentorship and complete training. The position emphasizes performance-based advancement and offers industry-leading tools and technology access.

Responsibilities

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

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

Aogarciaagency is looking for passionate individuals to offer flexibility and growth opportunities. In this role, you will secure families’ financial well-being through virtual consultations and relationship-building.

You will enjoy the flexibility of working from home and receive mentorship and complete training. The position emphasizes performance-based advancement and offers industry-leading tools and technology access.