Virtual - Client Portfolio Specialist

Aogarciaagency; San Diego (CA); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Mentorship and leadership involvement

Meaningful, family-focused impact

Job summary

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, using a proven process and tools provided to you, working with mentors and a growing team.

The position emphasizes delivering value to families, with flexible scheduling and meaningful, real-life impact on clients' financial wellbeing.

Qualifications

• Clear and human communication is required.
• Ability to enroll and support clients who seek guidance.
• Comfort with a self-directed, process-driven environment.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and participate in mentorship.
• Deliver web-based presentations from a home office.

Skills

Clear communication

Client relationships

Self-motivation

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”