Remote Client Portfolio Specialist — Guidance & Growth

Aogarciaagency; Huntington (WV); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office

Web presentations

Flexible schedule

Mentorship

Leadership training

Job summary

Aogarciaagency in the United States is seeking a client-facing role within a fully remote financial services environment. You will enroll and support clients who asked for guidance, backed by a growing team and mentorship with provided tools.

You will engage in presentations and benefits conversations, building a schedule that fits real life while delivering meaningful, outcome-focused support rather than a stack of one-off calls.

Qualifications

• Clear and human communication is essential for client guidance.
• Self-discipline without a supervisor in the hallway.
• Openness to a proven process and structured approach.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentorship to succeed.
• Deliver clear, helpful guidance during client interactions.

Skills

Clear and human communication

Self-discipline without supervision

Openness to proven process

Benefits conversations interest

Job description

Aogarciaagency in the United States is seeking a client-facing role within a fully remote financial services environment. You will enroll and support clients who asked for guidance, backed by a growing team and mentorship with provided tools.

You will engage in presentations and benefits conversations, building a schedule that fits real life while delivering meaningful, outcome-focused support rather than a stack of one-off calls.