Virtual Client Portfolio Advisor

AO Garcia Agency; Penn Hills (Allegheny County); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, delivering clear, human-focused service from anywhere in the United States.

You will join a growing team, receive mentorship and tools, and operate within a proven process that emphasizes real-life scheduling flexibility and meaningful interactions with families.

Qualifications

• Clear and human communication style.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just “sales energy”.

Responsibilities

• Enroll and support clients seeking guidance.
• Work with a growing team and mentorship.
• Provide client-focused service remotely.

Skills

Client-facing

Communication

Discipline

Open to process

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• 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”