Virtual - Client Portfolio Specialist

Aogarciaagency; Cleveland (OH); Remote; USD 42,000 - 78,000; Full time

Benefits offered by this job

Fully remote

Flexible schedule

Job summary

Aogarciaagency offers a client-facing, fully remote opportunity in financial services. You will be paired with a growing team, receive mentorship, and enroll and support clients who seek guidance. The deal emphasizes a home office setup, web presentations, meaningful work for families, and a schedule you can build around real life.

Training and leaders stay involved, and you’ll serve a portfolio that continues beyond single calls, with emphasis on benefits conversations and real impact.

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

Self-discipline

Process-oriented

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”