Remote, Client-Facing Leadership Trainee – Finance

AO Garcia Agency; San Francisco (CA); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Home office

Web presentations

Flexible schedule

Ongoing mentorship

Portfolio engagement

Job summary

Lever, Inc. is recruiting for a client-facing, fully remote role in financial services based in the United States.

You will enroll and support clients who asked for guidance, with tools and mentorship provided, and you’ll work to make a real impact for families. You will deliver information via web presentations, manage a portfolio of client work, and build lasting relationships with clients, while collaborating with mentors to stay involved and supported.

Qualifications

• Clear, human-focused communication is essential.
• Ability to work independently without constant supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations beyond sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Present information via web presentations to clients.
• Support families by delivering value through a long-term portfolio.
• Collaborate with mentors and leverage available tools.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Lever, Inc. is recruiting for a client-facing, fully remote role in financial services based in the United States.

You will enroll and support clients who asked for guidance, with tools and mentorship provided, and you’ll work to make a real impact for families. You will deliver information via web presentations, manage a portfolio of client work, and build lasting relationships with clients, while collaborating with mentors to stay involved and supported.