Remote Financial Wellness Advisor with Flexible Growth

Aogarciaagency; Bellevue (NE); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Work from home

Weekly pay

Mentorship and training

Industry leading tools

Job summary

Aogarciaagency is seeking a passionate individual for a flexible, work-from-home role that offers growth opportunities and a balanced schedule.

In this position, you will conduct virtual consultations, assess clients’ needs, build lasting relationships through regular check-ins, and handle related administrative tasks as needed. Weekly pay and mentorship are included with access to industry-leading tools.

Qualifications

• Ability to conduct virtual consultations with clients.
• Strong needs assessment and ability to impart knowledge on solutions.
• Ability to cultivate lasting client relationships through regular check-ins.
• Willingness to handle administrative tasks as needed.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and impart knowledge on solutions.
• Cultivate lasting client relationships through consistent, periodic check-ins.
• Completing related administrative tasks (note taking, appointment setting, etc.).

Skills

Communication

Empathy

Client relations

Time management

Adaptability

Tools

CRM software

Job description

Aogarciaagency is seeking a passionate individual for a flexible, work-from-home role that offers growth opportunities and a balanced schedule.

In this position, you will conduct virtual consultations, assess clients’ needs, build lasting relationships through regular check-ins, and handle related administrative tasks as needed. Weekly pay and mentorship are included with access to industry-leading tools.