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Virtual - Client Portfolio Specialist

Job in Gillette, Campbell County, Wyoming, 82718, USA
Listing for: AO Garcia Agency
Full Time position Listed on 2026-11-07
Job specializations:
  • Sales
    Remote Sales, Financial Sales
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR

Job Description & How to Apply Below

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-based advancement
  • Full training
  • Current tech stack
  • Work from home
Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

For the Virtual
- Client Portfolio Specialist position at AO Garcia Agency, we are reviewing applications now.

The Virtual
- Client Portfolio Specialist role at AO Garcia Agency is now open for applications in Jackson, WY, United States.

Join us at AO Garcia Agency as our next Virtual
- Client Portfolio Specialist in Jackson, WY, United States.

We are currently recruiting a Virtual
- Client Portfolio Specialist for our team in Jackson, WY, United States.

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