Virtual - Client Portfolio Specialist

Aogarciaagency; Cranston (RI); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office

Web presentations

Flexible schedule

Job summary

Aogarciaagency is hiring for a client-facing, fully remote role in financial services. You will enroll and support clients, deliver web presentations, and work with a team that provides mentorship and real-life training. The position offers a flexible schedule and meaningful work that impacts families.

Join a growing team with tools and leadership involvement, handling home-office tasks and ongoing client engagement in a remote setting.

Qualifications

• Clear, human communication is essential.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations to clients.
• Provide customer-facing remote support.

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”