Virtual - Client Portfolio Specialist

Aogarciaagency; Stamford (CT); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Training program

Remote work

Flexible schedule

Job summary

Aogarciaagency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who requested guidance, backed by a growing team, tools, and mentorship.

The deal includes home office work, presentations, and a schedule you can tailor to real life, with training and leadership that stay involved as you help families with benefits conversations, not just sales energy.

Qualifications

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

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentor guidance tools.
• Represent financial services to families remotely.

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”