Virtual Client Portfolio Advisor
Remote / Online - Candidates ideally in
Santa Ana, Orange County, California, 92725, USA
Listed on 2026-10-20
Santa Ana, Orange County, California, 92725, USA
Listing for:
AO Garcia Agency
Remote/Work from Home
position Listed on 2026-10-20
Job specializations:
-
Sales
Customer Success Management, Financial Sales, Client Relationship Management
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- 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.
- 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 position is for the Virtual Client Portfolio Advisor role at AO Garcia Agency.
Join AO Garcia Agency 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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