Virtual - Client Portfolio Specialist

Aogarciaagency; Las Cruces (NM); Remote; USD 50,000 - 70,000; Full time

Job summary

Aogarciaagency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, joining a growing team with mentorship and tools to help families make informed decisions.

Expect a flexible schedule and a structured process for delivering guidance online, with the autonomy to build your pipeline and deliver value remotely.

Qualifications

• Clear and human communication is required.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Conduct and support clients through web presentations and remote sessions.
• Follow a proven process to engage clients and guide decisions.

Skills

Clear communication

Self-discipline

Process orientation

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”