Demo

Virtual Client Portfolio Advisor

AO Garcia Agency
Sanford, ME Other
POSTED ON 10/5/2026 CLOSED ON 10/14/2026

What are the responsibilities and job description for the Virtual Client Portfolio Advisor position at AO Garcia Agency?

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.


Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.


We hire for

• On-time follow-up

• Clean video presence

• Fast learning on tools

• Respect for the client


Apply now. Zoom interview.

\n


\n

Hourly Wage Estimation for Virtual Client Portfolio Advisor in Sanford, ME
$32.00 to $41.00
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Virtual Client Portfolio Advisor?

Sign up to receive alerts about other jobs on the Virtual Client Portfolio Advisor career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$55,807 - $75,355
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$74,518 - $109,554
This job has expired.
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at AO Garcia Agency

Virtual - Member Resource Representative
Apply
  • AO Garcia Agency Newark, DE
  • Do you want a remote role where your day is spent helping families understand their benefits options—not chasing strangers on the phone? We're matching ded... more
  • 16 Days Ago
No Cold Outreach. Just People Who Asked for Help.
Apply
  • AO Garcia Agency Owasso, OK
  • Do you want a remote role where your day is spent helping families understand their benefits options—not chasing strangers on the phone? We're matching ded... more
  • 16 Days Ago
Virtual - Household Care Representative
Apply
  • AO Garcia Agency Bellingham, WA
  • Do you want a remote role where your day is spent helping families understand their benefits options—not chasing strangers on the phone? We're matching ded... more
  • 16 Days Ago
Calm Client Work. Clear Process. Home Based.
Apply
  • AO Garcia Agency Winston, NC
  • Do you want a remote role where your day is spent helping families understand their benefits options—not chasing strangers on the phone? We're matching ded... more
  • 16 Days Ago
View More Jobs at AO Garcia Agency

Not the job you're looking for? Here are some other Virtual Client Portfolio Advisor jobs in the Sanford, ME area that may be a better fit.

Client Needs Advisor - Remote
Apply
  • AO Garcia Agency Dover, NH
  • Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included • Web-conference meetings from home • Fu... more
  • 8 Days Ago
Financial Services Specialist
Apply
  • Paycom Client Wells, ME
  • Bargaining Unit/Salary Level: This is a part-time, in person position based on our Wells, ME campus, anticipated to work approximately 20–24 hours per week... more
  • 16 Days Ago
View More Jobs

AI Assistant is available now!

Feel free to start your new journey!