Remote Client Portfolio Advisor - Financial Services

Aogarciaagency; Juneau (AK); Remote; USD 40,000 - 70,000; Full time

Job summary

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

You will present via web sessions, work from a home office, and build a schedule that fits real-life commitments while delivering meaningful support to families and individuals seeking financial guidance.

Qualifications

• Clear and human communication.
• Self-discipline with no supervisor present.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Be client-facing and deliver guidance remotely.
• Participate in web presentations and trainings.

Skills

Clear communication

Job description

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

You will present via web sessions, work from a home office, and build a schedule that fits real-life commitments while delivering meaningful support to families and individuals seeking financial guidance.