Remote Financial Wellness Consultant — Flexible Growth

AO Garcia Agency

Newark (DE)

Remote

USD 24,000 - 41,000

Full time

9 days ago
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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 in the United States is seeking motivated individuals for a flexible, remote role that blends client education with financial guidance. You will conduct virtual consultations, assess client needs, and help families secure their financial well-being while enjoying a work-from-home setup and a flexible schedule.

This position offers weekly pay, mentorship and complete training, access to industry-leading tools, and clear advancement based on performance.

Qualifications

  • Must be passionate, competitive, motivated, dependable, hardworking, adaptable, and trainable.

Responsibilities

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

Job description

AO Garcia Agency in the United States is seeking motivated individuals for a flexible, remote role that blends client education with financial guidance. You will conduct virtual consultations, assess client needs, and help families secure their financial well-being while enjoying a work-from-home setup and a flexible schedule.

This position offers weekly pay, mentorship and complete training, access to industry-leading tools, and clear advancement based on performance.

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