Remote Client Portfolio Strategist

Aogarciaagency; Rapid City (SD); Remote; USD 65,000 - 90,000; Full time

Job summary

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

The position offers a home office setup, web presentations, and a schedule that can be built around real life, with leaders who stay involved and training to help you grow in the role.

Qualifications

• Clear and human communication is essential.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage provided mentorship.
• Participate in training and leadership initiatives.
• Contribute to a remote, client-facing financial services environment.

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 asked for guidance, working with a growing team and leveraging mentorship and tools provided to help families make informed decisions.

The position offers a home office setup, web presentations, and a schedule that can be built around real life, with leaders who stay involved and training to help you grow in the role.