Virtual Client Portfolio Advisor
Full-time
AO Garcia Agency
Stop hunting strangers. Start talking to people who already raised a hand.
Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.
Why this is different
1. The work has a point — families protecting income and future.
2. Home base. No office required.
3. You are trained before you are expected to perform.
4. Your pipeline is warm leads.
5. High performers get a leadership track.
We hire for
• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client
Apply now. Zoom interview.
\n\nVacancy posted 7 days ago
Similar jobs that could be interesting for youBased on the Virtual Client Portfolio Advisor in Remote vacancy
- ...Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll... .... 4. A schedule you can build around real life. 5. A portfolio you keep serving — not a stack of one-off calls....VirtualFull timeRemote workHome office
- ...on activity and results. The work • Take requested conversations — no cold lists • Explain benefit options simply • Help clients enroll when it is a fit • Keep a clean follow-up rhythm You get • Remote work • A written process so you are not inventing...VirtualFull timeRemote work
- Remote seat on a team that helps families understand and set up protection options. Flexible hours. Mentorship. Clear expectations. Offer 1. Purpose with a process — not vague “help people.” 2. Work from home. 3. A growth path if the numbers and the attitude are...VirtualFull timeRemote workWork from homeFlexible hours
- ...Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene. What comes with the seat • No cold calling • Qualified-interest pipeline • Performance-...VirtualFull timeWork from home
- Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included • Web-conference meetings from home • Full-time or part-time options • No cold calling • Written training plus live coaching • Advancement for people who lead...VirtualFull timePart timeWork from home
- ...people who asked for information • Map needs to available protection options • Run a simple enrollment flow • Build and service a client list Provided • Pre-qualified warm leads • Step-by-step onboarding • Remote tools • Flexible hours • Ongoing...VirtualFull timeRemote workFlexible hours
- ...Home-based client role for people who want a flexible schedule and a scoreboard. You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic. Why people stay 1. Control of the calendar. Full-time...VirtualFull timePart timeWork from homeFlexible hours
$22 - $25 per hour
...Client Advisor Founded in Florence, Italy, in 1921, Gucci is one of the world's leading luxury... ...techniques. Proactively promote virtual appointments and distance sales by seeking... ...in apparel and accessories that owns a portfolio of powerful luxury and sport and...VirtualHourly payFull timeLocal areaRemote workAfternoon shift- ...As a Client Management Specialist, you will work closely with clients, suppliers, sales... ...with managing client product and business portfolios including creating client and supplier... ...Proficiency in Microsoft Word, Excel, Outlook and virtual communication and collaboration tools –...VirtualWork at officeRemote work
Hire Score LLC
Cincinnati, OH2 days ago $160k - $220k
...seeking two mid-senior level investment professionals for its portfolio management team, who will each be responsible for building and... ...healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid...VirtualFull timeWork at officeRemote workiCapital Network
New York, NY2 days ago- ...Hotels International, Inc. is seeking an Area Manager to support a portfolio of Econo Lodge and Rodeway Inn properties across the central... ...improvement opportunities, and delivering on-site and virtual consultations to boost guest satisfaction, revenue, and profitability...VirtualRemote job
$100k - $125k
...Solutions Specialist drives adoption of Cytiva’s customer education portfolio. Working closely with customers and cross-functional teams, the... ...digital learning platforms, learning management systems (LMS), virtual training, simulation, augmented reality, mixed reality, or...VirtualFull timeRemote workWork from homeFlexible hoursDanaher Corporation
Austin, TX3 days ago- ...encouraging and cooperative team environment. Client Needs Assessment: Connecting with pre-... ...goals and coverage requirements. Virtual Consultations: Conducting professional online... ...to individual client objectives. Portfolio Presentation: Delivering clear, confident...VirtualRemote work
Stratford Davis LLC
Saint Louis, MO4 days ago - ...Description Summary: The Director – Leveraged Finance Portfolio Manager is a senior portfolio management role.The Director... ...product renewals, etc., as applicable. As applicable, attend client calls (virtual or in-person) with Relationship Management and other Bank...VirtualWork at officeRemote workWork from homeFlexible hours
Huntington Bancshares, Inc.
Columbus, OH1 day ago $62.5k - $75k
...organizations streamline operations through virtual support and digital process management.... ...productivity, and scalability—allowing clients to focus on what matters most. We are... ...In this role: • Manage and grow a portfolio of client accounts • Identify upsell,...VirtualFull timeRemote workWork from home- ...seamless, memorable travel experiences for clients worldwide. Our mission is to help... ...organized plans. As a Client Getaway Advisor, you will serve as a resource for travelers... ...and supplier benefits where applicable Virtual team resources and continued industry learning...VirtualFull timePart timeRemote workWorldwideFlexible hours
- ...services. Customer engagement will be conducted primarily through virtual meetings, webinars, email, and phone communications, with... ...and in-person visits as needed. Educate customers on the MSS portfolio, available services, and their benefits, helping customers identify...VirtualFull timeWork at officeLocal areaRemote work
$65k - $85k
...high-impact customer experience across Polymedco's diagnostic portfolio, including FIT, PATHFAST, ESR, and manual FIT. This role plays... ...Strong instructional, communication, and presentation skills across virtual and in-person settings. • Ability to translate data insights...VirtualFull timeAfternoon shiftEarly shift- Best Buy is seeking a Director of Media Portfolio Strategy to lead portfolio-level media strategy, performance oversight, and measurement... ...proximity to the Chicago metro area for on-site needs, with virtual work plus occasional in-person collaboration. You will partner...VirtualRemote job
$162.8k - $303k
Naval Acquisition Portfolio DirectorThe Opportunity:Serve as a strategic business leader,... ...delivery leadership, business management, and client management by leveraging deep expertise... ...during interviews (whether in-person or virtual) is prohibited unless permission is...VirtualFull timeContract workPart timeWork at officeLocal areaRemote workBooz Allen Hamilton
Washington DC11 hours ago$93k - $189k
...Director - Corporate, Specialty and Government PM is a senior portfolio management role. The Director I is responsible for the... ...product renewals, etc., as applicable.As applicable, attend client calls (virtual or in-person) with Relationship Management and other Bank partners...VirtualFull timeWork at officeRemote workWork from homeFlexible hoursThe Huntington National Bank
Chicago, IL4 days ago$77.6k - $176k
Portfolio Management SpecialistThe Opportunity: As a portfolio management specialist, knowing... ...improvements that streamline the client's portfolio. The work performed in support... ...during interviews (whether in-person or virtual) is prohibited unless permission is explicitly...VirtualFull timeContract workPart timeWork at officeLocal areaRemote workBooz Allen Hamilton
Alexandria, VA3 days ago$80k - $100k
...service-focused, people-first role. Backed by full training, inbound client interest, and a dedicated mentorship program, you can build a... ..., long-term client relationships - Hold client consultations virtually using Zoom - Help clients explore supplemental benefit...VirtualHourly payWeekly payFull timeFor contractorsImmediate startRemote workFlexible hours- Americares is seeking a Manager, WASH Technical Portfolio to lead and coordinate the organization's global WASH program work. The role supports... ...to regional teams from a remote-based hub. Based in a fully virtual environment, the position offers a 12-month assignment and...VirtualRemote job
$155k - $200k
...position sits at the intersection of portfolio management, trading, operations, and client services, helping ensure accounts... ...contact for financial advisors and platform partners, responding... ...dental, vision, telemedicine, and virtual mental health counseling, parental...VirtualFull timeWork at officeRemote workiCapital Network
New York, NY4 days ago$80k - $100k
...focused, service-driven environment. With full training, inbound client leads, and an established mentorship program, you can build a... ...career from anywhere in the U.S. In This Role, You Will - Lead virtual Zoom consultations with clients - Present supplemental...VirtualHourly payWeekly payFull timeFor contractorsCurrently hiringRemote workWork from homeFlexible hours$86.8k - $198k
Munitions Acquisition Portfolio Analyst, SeniorThe Opportunity: As an expert in defense acquisition... ...advisory skills to solve some of our clients’ most complex problems and find... ...during interviews (whether in-person or virtual) is prohibited unless permission is explicitly...VirtualFull timeContract workPart timeWork at officeLocal areaRemote workBooz Allen Hamilton
Arlington, VA3 days ago- ...cross-sell and upsell opportunities within the SaaS/New Curriculum portfolio and partner with Account Executives to expand accounts... ...video-based interviews during the recruiting process and ongoing virtual meetings with their camera on, as part of their role. To maintain...VirtualPermanent employmentFull timeWork at officeRemote work
$56.56k - $133.48k
...technology. You will manage a dedicated portfolio of customers, developing a strong... ...customers, taking responsibility for overall client health, adoption, engagement, retention,... ...across Catapult and Perch, both virtually and on-site, while identifying opportunities...VirtualFull timeSeasonal work$99k - $225k
Cyber Technology Portfolio ManagerThe Opportunity:As the Cyber Technology Portfolio Manager... ...information technologies to enhance client value and mission impact.Create and maintain... ...during interviews (whether in-person or virtual) is prohibited unless permission is...VirtualFull timeContract workPart timeLocal areaRemote workBooz Allen Hamilton
Las Vegas, NV11 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Virtual Client Portfolio Advisor. Be the first to apply!
Related searches
- client service officer Remote
- service agent Remote
- client support specialist Remote
- customer service associate Remote
- spanish customer service representative Remote
- senior service representative Remote
- customer solutions specialist Remote
- inbound customer service representatives Remote
- patient customer service representative Remote
- senior customer service representative Remote