Virtual - Client Portfolio Specialist

Aogarciaagency; Grand Rapids (MI); Remote; USD 42,000 - 60,000; Full time

Benefits offered by this job

Home office

Mentorship

Flexible schedule

Job summary

Client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, backed by mentorship and a growing team.

You\u2019ll work with web-based presentations from a home office and enjoy a schedule you can build around real life, while delivering value to families.

Training and leadership stay involved to help you succeed and grow in this flexible, impact-driven position.

Qualifications

• Communication that is clear and human.

Responsibilities

• Enroll and support clients who asked for guidance.

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”