Virtual - Client Portfolio Specialist

Aogarciaagency; Henderson (NV); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Flexible schedule

Remote work

Mentorship and tools provided

Job summary

Aogarciaagency is hiring for a client-facing, fully remote role in the financial services sector. You will enroll and support clients who seek guidance, and participate in benefits conversations via web presentations.

You will be paired with a growing team, receive tools and mentorship, and be able to build a schedule that fits real life while serving families with meaningful work.

Qualifications

• Clear, human communication skills are essential.
• Ability to work independently without direct supervision.
• Willingness to follow a proven process and guidelines.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage in benefits conversations within financial services.
• Conduct web presentations and present information to families.
• Operate in a fully remote setup with mentoring and tools provided.

Skills

Clear communication

Self-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”