Virtual - Client Portfolio Specialist

Aogarciaagency; Columbus (GA); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office

Web presentations

Mentorship and training

Flexible schedule

Portfolio continuity

Job summary

Aogarciaagency is hiring for a client-facing, fully remote role in financial services. You will enroll and support clients who requested guidance, paired with a growing team and mentorship. The position offers tools to manage a meaningful workload and the ability to build a schedule around real life.

You will be part of a broader effort where leadership stays involved, with training, web presentations, and a portfolio you continue to serve rather than a stack of one-off calls.

Qualifications

• Clear, human communication is essential.
• Ability to work independently without supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage provided tools and mentorship.
• Deliver financial services guidance remotely with a client-first approach.

Skills

Clear communication

Self-discipline

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”