Remote Client Advisor - Financial Guidance for Families

AO Garcia Agency; Flint (MI); Hybrid; USD 65,000 - 90,000; Full time

Job summary

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

Expect a schedule that fits real life, with meaningful work that matters to families and opportunities to deliver ongoing value through benefits conversations and trusted guidance. Training and leaders stay involved to help you succeed.

Qualifications

• Clear, human-centric communication.
• Self-motivation to work independently.
• Willingness to follow a proven process.
• Interest in discussing benefits with clients.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present information clearly through virtual sessions and web presentations.
• Engage with clients as part of a growing team and provide helpful guidance.

Skills

Clear communication

Self-motivation

Open to process

Benefits conversations

Job description

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

Expect a schedule that fits real life, with meaningful work that matters to families and opportunities to deliver ongoing value through benefits conversations and trusted guidance. Training and leaders stay involved to help you succeed.