Virtual - Client Portfolio Specialist

Aogarciaagency; St. Louis (MO); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office

Web presentations

Training and leaders who stay involved

A schedule you can build around real l

A portfolio you keep serving — not a '

Job summary

Aogarciaagency is seeking a client-facing role in financial services with fully remote work. You will enroll and support clients who asked for guidance, using structured processes and tools provided by the team.

You will join a growing team, receive mentorship, and work on meaningful projects that impact families, with flexible scheduling and ongoing leadership involvement.

Qualifications

• Clear and human communication.
• Ability to work independently without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not justSales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations to clients.
• Build a schedule that fits real life.
• Maintain relationships with a portfolio of clients.

Skills

Clear communication

Self-motivation

Discipline without supervision

Open to proven process

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”