Remote Client Portfolio Advisor

Aogarciaagency; Fayetteville (AR); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Ongoing training

Mentorship

Job summary

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team and receiving tools and mentorship to succeed.

This position emphasizes delivering real value to families, offering home office setup, flexible scheduling, and ongoing training. You will manage a portfolio of clients you keep serving, not just a stack of one-off calls.

Qualifications

• Clear and human communication.
• Self-discipline without a supervisor.
• Openness to a proven process.
• Interest in benefits conversations, not just “sales energy”.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage provided tools and mentorship.
• Build and maintain relationships with clients through remote engagements.

Skills

Clear communication

Self-discipline

Process-driven

Benefits conversations

Job description

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team and receiving tools and mentorship to succeed.

This position emphasizes delivering real value to families, offering home office setup, flexible scheduling, and ongoing training. You will manage a portfolio of clients you keep serving, not just a stack of one-off calls.