Remote Financial Wellness Consultant with Flexible Growth

AO Garcia Agency; Woonsocket (RI); Remote; USD 40,000 - 70,000; 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)

Job summary

AO Garcia Agency in the United States is seeking a motivated individual for a flexible, work-from-home role. You will conduct virtual consultations, assess client needs, and help families secure their financial well-being while maintaining a healthy work-life balance.

The position features a flexible schedule, weekly pay, mentorship, and access to industry-leading tools. Ideal candidates are passionate, dependable, and eager to grow with a supportive team through Zoom interviews.

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.

Job description

AO Garcia Agency in the United States is seeking a motivated individual for a flexible, work-from-home role. You will conduct virtual consultations, assess client needs, and help families secure their financial well-being while maintaining a healthy work-life balance.

The position features a flexible schedule, weekly pay, mentorship, and access to industry-leading tools. Ideal candidates are passionate, dependable, and eager to grow with a supportive team through Zoom interviews.