Virtual Client Portfolio Advisor

AO Garcia Agency; Santa Ana (CA); Remote; USD 48,000 - 72,000; Full time

Job summary

AO Garcia Agency seeks a client-facing enrollment specialist for a fully remote role focused on financial services. You will be paired with a growing team, using provided tools and mentorship to enroll and support clients who request guidance.

The position emphasizes home-office work, meaningful client impact, and a schedule you can align with real life. Training and active leadership help ensure success and long-term client relationships.

Qualifications

• Clear, concise communication with clients and stakeholders.
• Ability to work independently without on-site supervision.
• Willingness to follow a proven enrollment process and guidelines.

Responsibilities

• Enroll and support clients who request guidance in financial services.
• Deliver web-based presentations and consultations with families.
• Collaborate with mentors and leadership to refine client engagement.

Skills

Clear communication

Self-motivation

Discipline

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”