Client Needs Advisor - Remote

AO Garcia Agency; Fort Worth (TX); A distancia; USD 45.000 - 75.000; Jornada completa

Descripción de la vacante

Lever, Inc. is seeking a client-facing role in financial services with a fully remote setup. You will enroll and support clients who seek guidance, using tools and mentorship provided to you.

The position emphasizes meaningful work that impacts families and a schedule that fits real-life commitments. In this role, you’ll work within a proven process, communicating clearly and humanely while balancing autonomy with support from leaders who stay involved.

Formación

• Clear, human communication style essential.
• Ability to work without direct supervision.
• Willingness to follow a proven sales/engagement process.
• Interest in discussing benefits and value with clients.

Responsabilidades

• Enroll and support clients who asked for guidance.
• Deliver client-facing sessions remotely via web presentations.
• Maintain portfolio of clients and ensure ongoing engagement.

Conocimientos

Clear communication

Self-discipline

Process adherence

Benefits conversations

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"