Remote Financial Wellness Consultant - Flexible Growth

Aogarciaagency; Wake Forest (NC); On-site; USD 42,000 - 65,000; 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 (web conference-based <

Presentations)

Job summary

Aogarciaagency is seeking a flexible, growth-oriented individual for a remote role that supports families’ financial well-being through virtual consultations and advisory services. The position offers a work-from-home setup, flexible scheduling, and ongoing training.

Responsibilities include conducting virtual consultations, assessing client needs, building lasting relationships, and handling related administrative tasks, such as note-taking and appointment setting, via Zoom-based presentations.

Qualifications

• Candidates must be passionate, competitive, motivated, dependable, hardworking, adaptable, flexible and trainable.

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

Aogarciaagency is seeking a flexible, growth-oriented individual for a remote role that supports families’ financial well-being through virtual consultations and advisory services. The position offers a work-from-home setup, flexible scheduling, and ongoing training.

Responsibilities include conducting virtual consultations, assessing client needs, building lasting relationships, and handling related administrative tasks, such as note-taking and appointment setting, via Zoom-based presentations.