Virtual - Client Portfolio Specialist

Aogarciaagency; Madison (WI); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Mentorship

Training and leadership involvement

Flexible scheduling

Job summary

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

This position offers a home office setup, web presentations, and a schedule you can build around real life while serving a portfolio of families who rely on thoughtful benefits conversations rather than hard sells.

Qualifications

• Clear and human communication.
• Self-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.
• Deliver web presentations from a home office.
• Partner with a growing team and use provided tools and mentorship.
• Build a schedule you can align with real life.
• Serve a portfolio of clients — not a stack of one-off calls.

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”