Virtual - Client Portfolio Specialist
Quick Summary
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.
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.
Location & Eligibility
About this job
- Who can apply
- United States
- Posted
- 21 days ago
Listing Details
- Posted
- September 24, 2026
- First seen
- September 24, 2026
- Last seen
- October 15, 2026
Posting Health
- Days active
- 20
- Repost count
- 0
- Trust Level
- 28%
- Scored at
- October 15, 2026
Signal breakdown
Independent insurance agency operating under the American Income Life / Globe Life network
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