Virtual - Client Portfolio Specialist
Full-time
AO Garcia Agency
Looking for motivated people who want a remote career with upside — not another dead-end job.
This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured 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 the job
• Coaching from people who have done the work
• A path into leadership if you produce
You should apply if you are competitive, coachable, and comfortable on camera.
Skip this if you need constant supervision or hate talking to clients.
Interviews are on Zoom.
\n\nVacancy posted 8 days ago
Similar jobs that could be interesting for youBased on the Virtual - Client Portfolio Specialist in Remote vacancy
- ...Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to... ...involved. ~4. A schedule you can build around real life. ~5. A portfolio you keep serving - not a stack of one-off calls....VirtualRemote workHome office
AO Globe Life
Columbia, SC15 hours ago - 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
- 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
- ...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
- ...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
- ...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\nVirtualFull timeWork at officeRemote workWork from home
- Client Delivery Specialist - Associate / AVP - Full Time - HybridAbout the RoleWe’re partnering with... ..., including analyzing and explaining portfolio performance resultsConduct account-level... ...dental, vision, telemedicine, and virtual mental health counseling, parental leave...VirtualFull timeWork at officeRemote work
Benchmark IT
Stamford, CT1 day ago - ...proprietary tech platform and client portal, an in-house marketing... ...a Senior Client Transition Specialist, you will own the most complex... ...onboardings, run the weekly portfolio review, and rebalance work as... ...if you stay late Access to virtual mental health care (Spring Health...VirtualFull timeWork at officeRelocation packageShift work
- ...Job Description As a Client Management Specialist, you will work closely with clients, suppliers, sales... ...managing client product and business portfolios including creating client and... ...in Microsoft Word, Excel, Outlook and virtual communication and collaboration tools...VirtualWork at officeRemote work
Hire Score LLC
Cincinnati, OH6 days ago $75k - $105k
...for MCBankNY.com. We are a client-focused organization that... ...Summary: The Client Onboarding Specialist is responsible for delivering... ...affiliates and large account portfolios. Own the end-to-end... ...relevant information Conduct virtual or in-person demonstrations covering...VirtualWork experience placementWork at officeLocal areaRemote workMetropolitan Commercial Bank
New York, NY5 days ago- ...seeking an experienced team member to support IOP onboarding, client training, quality initiatives, and statewide outreach events.... ...FUNCTIONS 1. Provides effective onboarding services and on-site or virtual training for new or current clients and IOP phlebotomists to...VirtualPermanent employmentSummer workWork at officeImmediate startFlexible hoursShift workNight shiftWeekend workAfternoon shiftEarly shift
Sonora Quest Laboratories
Phoenix, AZ3 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, NY4 days ago- ...OpenKrill in the United States is seeking a Client Assistant to support client communication and coordination in a fully remote role... ...individuals who enjoy building strong client relationships in a virtual environment and who can manage inquiries, scheduling, and records...VirtualRemote work
Openkrill
New York, NY2 days ago - 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
- ...encouraging and cooperative team environment. Client Needs Assessment: Connecting with pre-... ...goals and coverage requirements. Virtual Consultations: Conducting professional... ...to individual client objectives. Portfolio Presentation: Delivering clear, confident...VirtualRemote work
Stratford Davis
Chicago, IL4 days ago - ...Virtual Consultant RoleYou 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 callingQualified-interest pipelinePerformance-based advancementFull...VirtualRemote work
AOGarcia
Raleigh, NC5 days ago $70k - $85k
...Braun’s IV Systems, Nutrition, and Clinical Procedure product portfolios while engaging key decision makers across healthcare organizations... ...for new leads through sales calls in person and remotely, via virtual channels. Develops and actively maintains a pipeline of...VirtualFor contractorsWork at officeRemote workRelocationShift workB. BRAUN MEDICAL (US) INC
Washington DC1 day ago- ...and be paid weekly while advancing your career with mentorship and modern tools. Typical duties include conducting virtual consultations with clients, assessing needs, educating on solutions, maintaining client relationships through regular check-ins, and completing...VirtualWeekly payRemote workWork from homeFlexible hours
AO Garcia Agency
United States5 days ago - ...deliver a quality experience. You’ll receive training, support, and opportunities for professional growth as you communicate with clients via scheduled phone and virtual conversations, listening to needs, explaining options, and guiding next steps. #J-18808-LjbffrVirtualRemote work
Ail
United States1 day ago - ...United States is seeking motivated individuals for a remote role that offers flexibility and growth. You will conduct virtual consultations, assess client needs, and build lasting relationships while balancing personal and professional life. This position features a...VirtualWeekly payRemote work
AO Garcia Agency
United States5 days ago $63.4k - $84.53k
...for a Technical Sales Representative who will be part of our Virtual Sales Team. In this role, you will interact directly with our small... ...for Food Science graduates who want to better understand our portfolio of starches, sweeteners, plant-based proteins and hydrocolloids...VirtualFull timeWorldwideRelocationIngredion
White Marsh, MD1 day ago- ...AO Globe Life is seeking a Virtual Consultant who assesses client needs, explains options, and maintains the relationship after the initial meeting. The role requires attention to CRM hygiene and regular administrative tasks to support ongoing client engagement. With...VirtualRemote workWork from home
AO Globe Life
United States2 days ago - ...designed to fit your life while helping families secure their financial well-being. You will conduct virtual consultations, assess needs, and present financial solutions to clients. This position includes a mentorship and comprehensive training, a qualified lead program,...VirtualWeekly payRemote workFlexible hours
AO Garcia Agency
United States5 days ago - ...individuals for a remote, flexible-career role that supports growth, training, and work-life balance. You will conduct virtual consultations with clients, assess needs, and educate prospects on suitable financial solutions while developing lasting relationships through...VirtualWeekly payRemote workWork from homeFlexible hours
AO Garcia Agency
United States5 days ago $99k - $225k
Cyber Portfolio Manager, LeadThe Opportunity:As a cyber mission specialist, you understand how emerging technologies, advanced research, and mission‑driven innovation... ...during interviews (whether in-person or virtual) is prohibited unless permission is explicitly provided...VirtualFull timeContract workPart timeLocal areaRemote workBooz Allen Hamilton
McLean, VA4 days ago- ...seeking motivated individuals for a flexible, work-from-home role that rewards growth and performance. You will conduct virtual consultations, assess client needs, and help families secure financial well-being. This position offers weekly pay, mentorship, and training,...VirtualWeekly payRemote workWork from homeFlexible hours
AO Garcia Agency
Casper, WY5 days ago - ...TravelingMedic is a growing remote services company dedicated to helping clients plan and book exceptional travel experiences. We are expanding... ...Communicate with clients via phone, email, and virtual meetings Support client requests through coordination and...VirtualFull timeRemote workFlexible hours
- ...Nuvant Consulting Group is seeking a Virtual Representative to be the initial contact for prospective clients, guiding them toward suitable financial solutions and next steps. You will initiate outreach, assess needs, and clearly explain services from a home-based workspace...VirtualRemote workWork from home
Nuvant Consulting Group
New Orleans, LA15 hours ago - ...AO Globe Life is seeking a virtual consultant in Wahpeton, ND. The role focuses on assessing client needs, presenting options, and maintaining the client relationship after the initial meeting. Administrative duties include notes, appointments, and CRM hygiene, with...VirtualRemote workWork from home
AO Globe Life
United States1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Virtual - Client Portfolio Specialist. Be the first to apply!
Related searches
- social service representative Remote
- online customer service representative Remote
- customer service representative remote Remote
- client solutions specialist Remote
- patient services representative Remote
- automotive customer service representative Remote
- airline customer service agent Remote
- insurance customer service advisor Remote
- hospital customer service representative Remote
- customer solutions specialist Remote