Virtual - Client Portfolio Specialist

Aogarciaagency; Pittsburgh (Allegheny County); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Mentorship

Training opportunities

Job summary

Aogarciaagency is seeking a client-facing, fully remote position in financial services. You will be paired with a growing team, using provided tools and mentorship to enroll and support clients who request guidance.

The deal includes a home office setup, web presentations, meaningful work for families, leadership involvement, and a schedule you can adapt to real life. Training and ongoing support are provided.

Qualifications

• Clear and human communication.
• Self-discipline without a supervisor.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

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”