Stop Building Someone Else's Dream - Remote Opportunity

AO Garcia Agency; Lewiston (ME); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Flexible schedule

Mentorship and training

Weekly pay

Job summary

A financial services company in Lewiston, Maine, is looking for a motivated individual to conduct virtual consultations with clients. This role emphasizes client relationship management, helping individuals achieve their financial goals while working from home. The position offers flexibility and growth opportunities, with industry-leading training and no cold calling involved. If you are adaptable and passionate about helping others, this is the perfect opportunity for you.

Qualifications

• Passionate about helping clients achieve financial well-being.
• Competitive nature to thrive in a performance-based environment.
• Dependable and able to manage multiple clients effectively.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and offer tailored solutions.
• Build and maintain long-lasting client relationships.
• Handle administrative tasks related to client management.

Skills

Client relationship management

Adaptability

Communication skills

Motivation

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.