Virtual - Client Portfolio Specialist

Aogarciaagency; Memphis (TN); Remote; USD 40,000 - 68,000; Full time

Benefits offered by this job

Home office

Web presentations

Job summary

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

The role emphasizes real-life impact for families, with a schedule you can build around life and training and leaders who stay involved. You will manage ongoing client relationships via web presentations and a home-office setup.

Qualifications

• Clear, human communication style.
• Ability to work independently without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales.

Skills

Clear 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”