Entry-Level Remote Financial Services Associate

AO Garcia Agency; Passaic (NJ); Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present suitable options, and maintain ongoing relationships after the initial meeting. The role includes essential admin duties such as taking notes, scheduling appointments, and keeping the CRM up to date.

This position offers work-from-home flexibility and continuous training. Ideal candidates are driven, trainable, dependable, comfortable on camera, and able to thrive in a performance‑based advancement environment with a

Qualifications

• Must be able to learn and follow sales processes.

Responsibilities

• Assess client needs and present options.
• Maintain relationships after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable on camera

Competitive

Tools

CRM tools

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.