Virtual - Client Portfolio Specialist

Aogarciaagency; Lincoln (NE); Remote; USD 50,000 - 85,000; Full time

Job summary

Aogarciaagency is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

The deal highlights a home office, web presentations, meaningful work for families, supportive leadership, and a flexible schedule you can build around real life. You will be part of a process-driven environment focused on benefits conversations, not just “sales energy,” with ongoing

Qualifications

• Clear, human communication is essential.
• Ability to work without direct supervision.
• Openness to following a proven process.
• Interest in discussing benefits with clients, not just selling.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentors to deliver value.
• Deliver client-facing support in a fully remote setting.

Skills

Communication

Self-motivation

Process-adherence

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”