Virtual - Client Portfolio Specialist
Job in
La Vergne, Rutherford County, Tennessee, 37086, USA
Listed on 2026-10-02
Listing for:
Aogarciaagency
Full Time
position Listed on 2026-10-02
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
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.
- 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”
This posting is for the Virtual - Client Portfolio Specialist role at Aogarciaagency, based in Memphis, TN, United States.
We appreciate your interest in this position.
Join Aogarciaagency and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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