Virtual Client Portfolio Advisor

Aogarciaagency; Lehi (UT); Remote; USD 42,000 - 66,000; Full time

Job summary

Aogarciaagency is seeking a home-based client-facing role offering a flexible schedule and performance-based growth. You will conduct video meetings, nurture warm leads, and expand your client book with the support of our process and coaching.

Ideal candidates have clear speech, a professional presence, and the discipline to follow a script while making it their own. The role features full- or part-time structure and no commute, with web-based presentations driving opportunities.

Qualifications

• Clear speech and professional presence.
• Ability to follow a script and then make it your own.
• Follow-through the same day, not “I will get to it”.
• Hunger to grow income with skill, not luck.

Responsibilities

• Run video meetings with clients.
• Work warm leads to advance opportunities.
• Build and maintain a growing client book.

Job description

Home-based client role for people who want a flexible schedule and a scoreboard.

You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic.

Why people stay

• 1. Control of the calendar. Full-time or part-time structure.
• 2. No commute. Presentations are web-based.
• 3. No cold calling. Conversations start with interest.
• 4. Promotion from production, not politics.

Must-haves

• Clear speech and professional presence
• Ability to follow a script and then make it your own
• Follow-through the same day, not “I will get to it”
• Hunger to grow income with skill, not luck