Remote Client Portfolio Advisor

Aogarciaagency; Stamford (CT); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Training program

Remote work

Flexible schedule

Job summary

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who requested guidance, backed by a growing team, tools, and mentorship.

The deal includes home office work, presentations, and a schedule you can tailor to real life, with training and leadership that stay involved as you help families with benefits conversations, not just sales energy.

Qualifications

• Clear and human communication style.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentor guidance tools.
• Represent financial services to families remotely.

Skills

Clear communication

Self-discipline

Process orientation

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 requested guidance, backed by a growing team, tools, and mentorship.

The deal includes home office work, presentations, and a schedule you can tailor to real life, with training and leadership that stay involved as you help families with benefits conversations, not just sales energy.