Financial Services Associate - Work From Home

AO Garcia Agency; Vienna (WV); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Web-conference meetings from home

Full-time or part-time options

No cold calling

Written training

Live coaching

Advancement for high performers

Job summary

Lever, Inc. is seeking a coachable, reliable candidate to work from home, handling warm family leads and building a system from the ground up. You will receive written training and live coaching while advancing based on performance. Zoom interviews only.

Expect a mix of full-time or part-time schedules, with emphasis on consistent follow-through, clear communication, and reliable scheduling.

Qualifications

• Willingness to learn a system and adapt quickly.
• Ability to follow up and schedule effectively.
• Comfort with virtual meetings and remote work.

Responsibilities

• Attend web conferences from home.
• Explain concepts in plain language.
• Follow up with leads and schedule next steps.
• Maintain notes and scheduling records.

Skills

Coachable

Consistent

Clear communication

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.