Part-Time Family Services Advisor - Work From Home

AO Garcia Agency; San Antonio (TX); Remote; USD 45,000 - 60,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional based in the United States. The role offers structured days, engaging with warm leads, and coaching while you ramp up to full performance.

A focus on timely follow-up, a clean video presence, and rapid tool learning is expected, with a path toward leadership for high performers. The position emphasizes working from home with no office requirement, enabling you to build relationships with clients remotely and contribute to protecting

Qualifications

• Must be able to follow up promptly and professionally.
• Must present well on video calls to clients.
• Ability to learn tools quickly and operate independently.
• Demonstrated respect and professionalism toward clients.

Skills

Follow-up discipline

Video presence

Learning agility

Client respect

Tools

CRM tools

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client