Stop Building Someone Else's Dream - Remote Opportunity

AO Garcia Agency; Bend (OR); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Flexible schedule

Mentorship and training

Industry-leading tools

Job summary

A dynamic financial services company seeks passionate individuals for a role involving virtual consultations with clients and assessing their financial needs. Enjoy the flexibility of working from home with a competitive compensation package that includes weekly pay and performance-based advancements. Ideal candidates are motivated, adaptable, and ready to build strong client relationships. Join a dedicated team with access to industry-leading tools and comprehensive training.

Qualifications

• Passionate and competitive individual.
• Ability to build lasting client relationships.
• Motivated and dependable with strong work ethic.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients' needs and provide solutions.
• Perform administrative tasks as needed.

Job description

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career.

In this role, you will assume a vital position in securing families’ financial well‑well-being.

Typical day‑to‑day tasks include:

• 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.

Incentives include but not limited to:

• No cold calling
• Qualified lead program
• Advancement based on performance
• Weekly pay
• Mentorship and complete training
• Industry leading tools and technology access
• Work from home (web conference‑based presentations)

Desired characteristics

Passionate. Competitive. Motivated. Dependable. Hardworking. Adaptable. Flexible, Trainable.

All interviews will be conducted via Zoom video conferencing.