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
1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. 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 1 day ago
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