Remote Client Concierge: Financial Services Advisor

AO Garcia Agency; Vienna (WV); Remote; USD 50,000 - 70,000; Full time

Job summary

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

The role emphasizes work that matters to families, training from involved leaders, and a schedule you can build around real life while maintaining a portfolio of ongoing client engagements.

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

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentors to deliver guidance.

Skills

Clear communication

Self-discipline

Process openness

Benefits conversations

Job description

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

The role emphasizes work that matters to families, training from involved leaders, and a schedule you can build around real life while maintaining a portfolio of ongoing client engagements.