Remote Appointment Setter

AO Garcia Agency; Springfield (OH); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Fully remote

Mentorship

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will join a growing team, using provided tools and mentorship to enroll and support clients who seek guidance.

You will focus on building lasting relationships, presenting benefits conversations, and following a proven process. The schedule is built around real life, with work that matters to families.

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"