Remote Client Portfolio Specialist: Guided Growth

Aogarciaagency; Chesapeake (VA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Home office

Web presentations

Meaningful work for families

Training and leadership involvement

Flexible schedule

Job summary

Aogarciaagency is seeking a client-facing, fully remote professional in financial services to guide and enroll clients with clear, human communication.

You will be paired with a growing team, receive training, and support families with meaningful benefit discussions, not just quick sales, while building a flexible schedule.

This role emphasizes mentorship, real-life impact, and a portfolio of ongoing client relationships.

Qualifications

• Communication that is clear and human.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just “sales energy”.

Skills

Clear communication

Discipline

Process openness

Benefits conversations

Job description

Aogarciaagency is seeking a client-facing, fully remote professional in financial services to guide and enroll clients with clear, human communication.

You will be paired with a growing team, receive training, and support families with meaningful benefit discussions, not just quick sales, while building a flexible schedule.

This role emphasizes mentorship, real-life impact, and a portfolio of ongoing client relationships.