Remote Business Development Representative

AO Garcia Agency; San Antonio (TX); Remote; USD 42,000 - 60,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role within financial services. You will enroll and support clients who seek guidance, joining a growing team that provides tools and mentorship while enabling you to build meaningful relationships with families.

The position emphasizes clear communication, a proven process, and the ability to discuss benefits beyond pure sales energy. A flexible schedule and real-life work-life balance are highlighted as part of the deal.

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"

Responsibilities

• You will enroll and support clients who asked for guidance.
• You are paired with a growing team, provided tools and mentorship, and contribute to client journeys in a fully remote setup.

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"