Shape Your Own Impact: Remote Financial Wellness Advisor

AO Garcia Agency; Twin Falls (ID); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Advancement based on performance

No cold calling

Qualified lead program

Industry leading tools

Work from home

Job summary

AO Garcia Agency is seeking motivated individuals for a remote position offering flexible scheduling and opportunities for growth. You will conduct virtual consultations to help families secure financial well-being and manage follow-ups to maintain strong client relationships.

The role includes training, access to leading tools, and advancement based on performance. Interviews are conducted via Zoom, with a focus on dependability and adaptability.

Qualifications

• Experience conducting virtual consultations and guiding clients through solutions.
• Ability to assess client needs and tailor recommendations.
• Strong focus on building long-term client relationships.

Responsibilities

• Conduct virtual consultations with clients to understand needs.
• Educate clients on available financial solutions.
• Maintain regular client touchpoints and follow-ups.
• Complete related administrative tasks as needed (notes, scheduling).

Skills

Virtual consultations

Client needs assessment

Relationship building

Note taking

Appointment setting

Job description

AO Garcia Agency is seeking motivated individuals for a remote position offering flexible scheduling and opportunities for growth. You will conduct virtual consultations to help families secure financial well-being and manage follow-ups to maintain strong client relationships.

The role includes training, access to leading tools, and advancement based on performance. Interviews are conducted via Zoom, with a focus on dependability and adaptability.