Remote Financial Wellness Consultant — Flexible Growth

AO Garcia Agency; Lexington (SC); Remote; USD 27,000 - 41,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology'

Work from home

Job summary

AO Garcia Agency is seeking a motivated professional to join our remote sales-support team. You will conduct virtual consultations with clients, assess their needs, and share knowledge on financial solutions that protect families’ well-being.

You will build lasting client relationships through regular check-ins, handle administrative tasks, and participate in mentorship and training. This role offers flexible scheduling, weekly pay, and the chance to advance as you demonstrate performance.

Qualifications

• Virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through regular check-ins.
• Completing related administrative tasks (note taking, appointment setting, etc.).

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.

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

AO Garcia Agency is seeking a motivated professional to join our remote sales-support team. You will conduct virtual consultations with clients, assess their needs, and share knowledge on financial solutions that protect families’ well-being.

You will build lasting client relationships through regular check-ins, handle administrative tasks, and participate in mentorship and training. This role offers flexible scheduling, weekly pay, and the chance to advance as you demonstrate performance.