Client Needs Advisor - Remote

AO Garcia Agency; Dover (NH); Remote; USD 40,000 - 70,000; Full time

Job summary

Lever, Inc. offers a fully remote position focused on warm leads and coaching families. The role emphasizes learning a system, meeting performance targets, and advancing for those who meet their numbers. Work-from-home setup includes written training and live coaching with regular feedback.

Applicants should be coachable, consistent, and ready for Zoom-based interviews and coaching. Part-time options are available alongside full-time commitments.

Qualifications

• Must be coachable and consistent in performance.
• Comfortable with written training and live coaching.
• Ability to follow up and schedule tasks.

Responsibilities

• Attend web-conference meetings from home.
• Explain the system in plain language to clients or families.
• Take notes and schedule follow-ups.

Skills

Coachable

Consistency

Written communication

Time management

Zoom

Tools

Zoom

Job description

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
• Full-time or part-time options
• No cold calling
• Written training plus live coaching
• Advancement for people who lead their numbers

Your day

Meetings. Plain-language explanations. Follow-up. Notes and scheduling.

Apply if you are coachable and consistent. Skip it if you disappear when nobody is watching.

Zoom interviews only.