Remote Financial Wellness Consultant - Flexible Growth

Aogarciaagency; Crown Point (IN); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Access to industry leading tools and technology

Job summary

Aogarciaagency, located in Crown Point, Indiana, is looking for passionate individuals to secure families’ financial well-being. The role includes conducting virtual consultations and building lasting client relationships while enjoying a flexible schedule and work-from-home options.

Ideal candidates should be motivated, adaptable, and eager to learn. The position offers mentorship, complete training, and access to industry-leading tools, allowing you to excel in your career while maintaining work-life balance.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide knowledge on solutions.
• Cultivate lasting client relationships through periodic check-ins.
• Complete administrative tasks like note taking and appointment setting.

Skills

Passionate

Motivated

Adaptable

Competitive

Dependable

Hardworking

Flexible

Trainable

Job description

Aogarciaagency, located in Crown Point, Indiana, is looking for passionate individuals to secure families’ financial well-being. The role includes conducting virtual consultations and building lasting client relationships while enjoying a flexible schedule and work-from-home options.

Ideal candidates should be motivated, adaptable, and eager to learn. The position offers mentorship, complete training, and access to industry-leading tools, allowing you to excel in your career while maintaining work-life balance.