Remote Client Advisory Specialist

AO Garcia Agency; West Valley City (UT); Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Work from home

Growth path

Coaching

Honest conversations

Purpose with a process

Job summary

Lever, Inc. is seeking a remote-seat teammate to help families understand and set up protection options. This role offers flexible hours, mentorship, and clear expectations to support a thoughtful client experience.

You’ll work from home with a supportive team, focusing on communication, self-management, and integrity as core values. The position emphasizes honest conversations, coaching over pressure, and a growth path for those who show both results and the right attitude.

Qualifications

• Excellent communication with families and clients.
• Ability to self-manage and stay organized.
• Collaborative mindset and commitment to integrity.

Skills

Communication

Self-management

Team habits

Integrity

Job description

Lever, Inc. is seeking a remote-seat teammate to help families understand and set up protection options. This role offers flexible hours, mentorship, and clear expectations to support a thoughtful client experience.

You’ll work from home with a supportive team, focusing on communication, self-management, and integrity as core values. The position emphasizes honest conversations, coaching over pressure, and a growth path for those who show both results and the right attitude.