Virtual - Client Portfolio Specialist

Aogarciaagency; Miami (FL); Remote; USD 45,000 - 65,000; Full time

Job summary

Aogarciaagency in Miami, FL is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship to help you succeed.

The deal emphasizes home-office web presentations, meaningful work for families, leadership involvement, a flexible schedule, and a portfolio of ongoing clients rather than one-off calls.

Qualifications

• Clear, human-centered communication with clients.
• Ability to work independently without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just selling.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations from a home office.
• Serve a portfolio of clients with ongoing, proactive guidance.

Skills

Clear communication

Self-motivation

Discipline without supervision

Process adherence

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”