Remote Client-Focused Financial Advisor

AO Garcia Agency; Vineland (NJ); Remote; USD 52,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing teammate for our fully remote financial services team. You will enroll and support clients who asked for guidance, pairing with a growing team and receiving tools and mentorship.

You will operate in a schedule you can build around real life, delivering meaningful work that matters to families and their financial wellbeing. Training and ongoing involvement from leaders will support your success.

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, with mentorship and tools provided.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing teammate for our fully remote financial services team. You will enroll and support clients who asked for guidance, pairing with a growing team and receiving tools and mentorship.

You will operate in a schedule you can build around real life, delivering meaningful work that matters to families and their financial wellbeing. Training and ongoing involvement from leaders will support your success.