Virtual - Client Portfolio Specialist

Aogarciaagency; Salem (OR); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Fully remote

Mentorship

Flexible schedule

Web presentations

Impactful work for families

Job summary

Aogarciaagency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, paired with a growing team and mentorship, while delivering web presentations and building real-life-friendly schedules.

This position emphasizes meaningful work for families, ongoing training, and a portfolio of long-term client relationships rather than one-off calls.

Qualifications

• Clear, human communication style.
• Self-discipline with minimal supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations to clients.
• Collaborate with a growing team and use provided mentorship.
• Build a schedule that fits real life.

Skills

Clear communication

Self-discipline

Process adherence

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”