Remote Client Portfolio Advisor

Aogarciaagency; Las Cruces (NM); Remote; USD 50,000 - 70,000; Full time

Job summary

Aogarciaagency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, joining a growing team with mentorship and tools to help families make informed decisions.

Expect a flexible schedule and a structured process for delivering guidance online, with the autonomy to build your pipeline and deliver value remotely.

Qualifications

• Clear and human communication is required.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Conduct and support clients through web presentations and remote sessions.
• Follow a proven process to engage clients and guide decisions.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Aogarciaagency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, joining a growing team with mentorship and tools to help families make informed decisions.

Expect a flexible schedule and a structured process for delivering guidance online, with the autonomy to build your pipeline and deliver value remotely.