Entry-Level Remote Financial Services Associate

AO Garcia Agency; Sanford (ME); Teletrabalho; USD 40 000 - 70 000; Tempo integral

Resumo da oferta

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support families who request guidance, leveraging a proven process and tools provided by the team.

You will be paired with a growing team, receive mentorship, and contribute to meaningful outcomes while maintaining a schedule that fits real-life commitments. Strong communication and independence are essential for success.

Qualificações

• Clear and human communication.
• Discipline with minimal supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsabilidades

• Enroll and support clients who asked for guidance.
• Work with a growing team to deliver guidance and support.
• Provide client-facing assistance in a fully remote setting.

Conhecimentos

Communication

Discipline

Process openness

Benefits conversations

Descrição da oferta de emprego

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"