Family Services Advisor - Remote

AO Garcia Agency; West Chester (Chester County); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Home office setup

Web presentations

Meaningful work for families

Training and supportive leadership

Flexible schedule

Job summary

Lever, Inc. in the United States is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

The position offers a schedule you can build around real life and meaningful work that helps families, with training and leaders who stay involved.

Qualifications

• Clear and human communication with clients.
• Ability to work independently without direct supervision.
• Openness to a proven process and workflows.
• Interest in benefits conversations, not only sales energy.

Responsibilities

• Enrol and support clients with guidance over remote channels.
• Collaborate with mentors and teammates to deliver consistent service.
• Present information via web presentations and digital materials.
• Maintain focus on meaningful outcomes for families.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

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"