More jobs:
Virtual - Client Portfolio Specialist
Job in
Tampa, Hillsborough County, Florida, 33601, USA
Listed on 2026-10-04
Listing for:
Aogarciaagency
Full Time
position Listed on 2026-10-04
Job specializations:
-
Finance & Banking
Financial Sales
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”
We would love to welcome a new Virtual
- Client Portfolio Specialist to our group in Miami, FL, United States.
We invite applications for the Virtual
- Client Portfolio Specialist position located in Miami, FL, United States.
The following opportunity is for a Virtual
- Client Portfolio Specialist with Aogarciaagency.
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