Virtual - Client Portfolio Specialist

Aogarciaagency; Lexington (KY); Remote; USD 42,000 - 67,000; Full time

Job summary

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, with mentorship and tools to help them succeed.

You will work with a growing team, have training and leaders who stay involved, and a schedule you can build around real life. This role emphasizes clear, human communication and adherence to a proven process, including benefits conversations.

Qualifications

• Clear and human communication.
• Disciplined, self-motivated, able to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Skills

Clear communication

Independent work

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”