Virtual - Client Portfolio Specialist

Aogarciaagency; Saint Paul (MN); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Home office

Web presentations

Training and leadership involvement

Flexible schedule

Portfolio for ongoing clients

Job summary

Join a client-facing, fully remote financial services team delivering guidance to families. You will be paired with a growing team, provided tools and mentorship, and expected to enroll and support clients who asked for guidance.

The role emphasizes a schedule you can build around real life, with training and leaders who stay involved and a portfolio you keep serving, not just a stack of one-off calls.

Qualifications

• Clear, human communication is essential.
• Ability to work independently without a supervisor.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage provided tools.
• Engage in training and follow leadership involvement to improve outcomes.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversation

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”