Remote Client Benefits Advisor — Family Finance Guidance

AO Garcia Agency; Peoria (IL); Remote; USD 60,000 - 90,000; Full time

Job summary

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

Expect a schedule you can build around real life, training from leaders who stay involved, and the opportunity to serve a portfolio of clients over time rather than one-off calls.

Job description

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

Expect a schedule you can build around real life, training from leaders who stay involved, and the opportunity to serve a portfolio of clients over time rather than one-off calls.