Virtual - Client Portfolio Specialist

Aogarciaagency; Burlington (VT); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Home office

Web presentations

Mentorship

Flexible schedule

Job summary

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, paired with a growing team and mentoring, with tools provided.

Expect to deliver meaningful work for families, participate in web presentations, and benefit from flexible scheduling and ongoing training.

Qualifications

• Clear and human communication.
• Self-motivated with no micromanagement.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Collaborate with a growing team and engage in mentorship.

Skills

Clear communication

Self-motivation

Process adherence

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

• Home office. Web presentations.
• Work that matters to families.
• Training and leaders who stay involved.
• A schedule you can build around real life.
• 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”