Virtual - Client Portfolio Specialist

Aogarciaagency; Chesapeake (VA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Home office

Web presentations

Meaningful work for families

Training and leadership involvement

Flexible schedule

Job summary

Aogarciaagency is seeking a client-facing, fully remote professional in financial services to guide and enroll clients with clear, human communication.

You will be paired with a growing team, receive training, and support families with meaningful benefit discussions, not just quick sales, while building a flexible schedule.

This role emphasizes mentorship, real-life impact, and a portfolio of ongoing client relationships.

Qualifications

• 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”.

Skills

Clear communication

Discipline

Process openness

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”