Remote Financial Wellness Advisor - Weekly Pay

AO Garcia Agency; Florence (KY); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

Work from home

Industry leading tools and technology

Job summary

AO Garcia Agency is seeking a motivated individual for a remote role focused on helping families secure their financial well-being through flexible, work-from-home arrangements. This position offers a flexible schedule and growth opportunities while you advance your career.

You will conduct virtual consultations, assess client needs, and share knowledge on suitable solutions. You’ll build lasting relationships via regular check-ins and handle related admin tasks, including note-taking 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 remote role focused on helping families secure their financial well-being through flexible, work-from-home arrangements. This position offers a flexible schedule and growth opportunities while you advance your career.

You will conduct virtual consultations, assess client needs, and share knowledge on suitable solutions. You’ll build lasting relationships via regular check-ins and handle related admin tasks, including note-taking and