Virtual Family Financial Advisor: Flexible, Growth & Mentorship

AO Garcia Agency; Honolulu (HI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and training

Access to industry-leading tools

Job summary

A flexible career agency in Hawaii seeks passionate individuals for a vital role in securing families’ financial well-being. Responsibilities include conducting virtual consultations with clients, assessing needs, and cultivating lasting relationships. The role offers flexibility with the option to work from home and a supportive environment with mentorship and training. Candidates must be motivated and adaptable, with a desire to grow and succeed in a competitive space.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide knowledge on solutions.
• Cultivate lasting client relationships through regular check-ins.
• Complete administrative tasks as needed.

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

A flexible career agency in Hawaii seeks passionate individuals for a vital role in securing families’ financial well-being. Responsibilities include conducting virtual consultations with clients, assessing needs, and cultivating lasting relationships. The role offers flexibility with the option to work from home and a supportive environment with mentorship and training. Candidates must be motivated and adaptable, with a desire to grow and succeed in a competitive space.