Virtual - Client Portfolio Specialist

Aogarciaagency; Juneau (AK); Remote; USD 40,000 - 70,000; Full time

Job summary

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will join a growing team, receive tools and mentorship, and help enroll and support clients who seek guidance.

You will present via web sessions, work from a home office, and build a schedule that fits real-life commitments while delivering meaningful support to families and individuals seeking financial guidance.

Qualifications

• Clear and human communication.
• Self-discipline with no supervisor present.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Be client-facing and deliver guidance remotely.
• Participate in web presentations and trainings.

Skills

Clear communication

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”