Shape Your Own Impact: Remote Financial Wellness Advisor

AO Garcia Agency

Twin Falls (ID)

Remote

USD 42,000 - 64,000

Full time

8 days ago
Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

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.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Own Your Impact: Remote Financial Wellness Advisor
Own Your Impact: Remote Financial Wellness Advisor

AO Garcia Agency • Casper (WY)

Remote
USD 18,000 - 36,000
Weekly pay
Work from home
Mentorship and training
+1
Create Your Own Path: Remote Financial Wellness Advisor
Create Your Own Path: Remote Financial Wellness Advisor

AO Garcia Agency • Santa Fe (NM)

Remote
USD 50,000 - 70,000
Weekly pay
Work from home
Mentorship and training
+2
Remote Financial Wellness Advisor - Flexible Growth
Remote Financial Wellness Advisor - Flexible Growth

AO Garcia Agency • Minot (ND)

Remote
USD 1,420,000 - 2,366,000
Weekly pay
Mentorship
Comprehensive training
+5
Build Your Own Impact: Remote Financial Career
Build Your Own Impact: Remote Financial Career

AO Garcia Agency • Portland (ME)

Remote
USD 42,000 - 72,000
Weekly pay
Mentorship and training
Work from home
+4
Remote Financial Wellness Advisor Flexible Schedule Growth
Remote Financial Wellness Advisor Flexible Schedule Growth

AO Garcia Agency • Chesapeake (VA)

Remote
USD 55,000 - 73,000
Weekly pay
Work from home (web conference-based)
Mentorship and complete training
+4
Remote Financial Wellness Advisor — Flexible Growth
Remote Financial Wellness Advisor — Flexible Growth

AO Garcia Agency • Portland (OR)

Remote
USD 35,000 - 65,000
No cold calling
Qualified lead program
Advancement on performance
+4
Remote Financial Wellness Advisor — Flexible & Growth‑Driven
Remote Financial Wellness Advisor — Flexible & Growth‑Driven

AO Garcia Agency • Fayetteville (AR)

Remote
USD 40,000 - 70,000
Weekly pay
Work from home (remote)
Mentorship and training
+3
Build Your Own Impact: Remote Financial Wellness Advisor
Build Your Own Impact: Remote Financial Wellness Advisor

Aogarciaagency • Passaic (NJ)

Remote
USD 50,000 - 70,000
Weekly pay
Mentorship and training
Advancement based on performance
+3
Build Your Own Path: Remote Financial Wellness Advisor
Build Your Own Path: Remote Financial Wellness Advisor

AO Garcia Agency • Beloit (WI)

Remote
USD 40,000 - 65,000
Weekly pay
Work from home
Mentorship and training
+1
Remote Financial Wellness Advisor - Flexible & Growth
Remote Financial Wellness Advisor - Flexible & Growth

AO Garcia Agency • Kenner (LA)

Remote
USD 36,000 - 48,000
No cold calling
Qualified lead program
Advancement based on performance
+4