Part-Time Family Services Advisor - Work From Home

AO Garcia Agency; Rawlins (WY); À distance; USD 50 000 - 70 000; Plein temps

Résumé du poste

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

The deal includes a home office setup, web presentations, work that matters to families, training from involved leaders, and a schedule you can build around real life. You will maintain and grow a portfolio of clients you serve over time.

Qualifications

• 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"

Responsabilités

• Enroll and support clients who asked for guidance
• Be paired with a growing team and receive tools and mentorship
• Deliver client guidance and support in a structured process

Description du poste

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"