Virtual - Client Portfolio Specialist
AOGarcia
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"
Apply today. We outline the role on Zoom so you can decide if it is actually a fit.
Vacancy posted 4 days ago
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