Virtual - Client Portfolio Specialist

Aogarciaagency; Huntington (WV); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office

Web presentations

Flexible schedule

Mentorship

Leadership training

Job summary

Aogarciaagency in the United States is seeking a client-facing role within a fully remote financial services environment. You will enroll and support clients who asked for guidance, backed by a growing team and mentorship with provided tools.

You will engage in presentations and benefits conversations, building a schedule that fits real life while delivering meaningful, outcome-focused support rather than a stack of one-off calls.

Qualifications

• Clear and human communication is essential for client guidance.
• Self-discipline without a supervisor in the hallway.
• Openness to a proven process and structured approach.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentorship to succeed.
• Deliver clear, helpful guidance during client interactions.

Skills

Clear and human communication

Self-discipline without supervision

Openness to proven process

Benefits conversations interest

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”