AO Garcia Agency
Virtual - Client Portfolio Specialist
- Location
- San Diego, CA, US
- Arrangement
- Remote
- Employment type
- Other
- Posted
- 24 September 2026 (6 days ago)
Checked 5 days agoApplications go to the employer, never to RoleSprint
About this role
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.
Requirements • 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”
Apply today. We outline the role on Zoom so you can decide if it is actually a fit.
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.
Requirements • 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”
Apply today. We outline the role on Zoom so you can decide if it is actually a fit.
Work location
- San Diego, CA, US
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About this listing
Published on Lever under the board identifier Aogarciaagency, which is the name the employer’s own job board carries. RoleSprint has not verified the company’s registered or trading name, so it is shown exactly as published rather than tidied up.
RoleSprint is not the employer and not a recruiter. Applications are made on the employer’s own site and never reach us; what RoleSprint does is help you decide whether a role is worth your time and prepare for it if it is.
Published 24 September 2026, last checked 5 days ago. A posting stops being advertised here 90 days after the employer published it, and one the employer takes down is marked closed rather than quietly removed.