Virtual - Client Portfolio Specialist

Aogarciaagency; Rapid City (SD); Remote; USD 65,000 - 90,000; Full time

Job summary

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, working with a growing team and leveraging mentorship and tools provided to help families make informed decisions.

The position offers a home office setup, web presentations, and a schedule that can be built around real life, with leaders who stay involved and training to help you grow in the role.

Qualifications

• Clear and human communication is essential.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage provided mentorship.
• Participate in training and leadership initiatives.
• Contribute to a remote, client-facing financial services environment.

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”