Virtual - Client Portfolio Specialist

Aogarciaagency; Missoula (MT); Remote; USD 45,000 - 65,000; Full time

Job summary

Aogarciaagency in the United States offers a fully remote role in financial services. You will work directly with clients, guided by a supportive toolkit and mentors.

You are expected to enroll and support clients who asked for guidance, with training and involved leaders, and a schedule you can build around real life.

Qualifications

• Clear and human communication
• 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
• Work with a growing team and mentors for guidance

Skills

Clear communication

Self-discipline

Process-oriented

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”