Client Needs Advisor - Remote

AO Garcia Agency; Athens (GA); A distancia; USD 65.000 - 85.000; Jornada completa

Descripción de la vacante

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team, with tools and mentorship provided.

You will contribute to meaningful work for families, with presentations and a schedule that fits real life, and you will keep serving a portfolio of clients rather than one-off calls.

Formación

• Clear, human communication is required.
• Self-motivated with discipline and independence.
• Openness to a proven sales guidance process.

Responsabilidades

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentors to deliver consistent client value.

Conocimientos

Clear and human communication

Descripción del empleo

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"