Remote Client-Focused Financial Services Advisor

AO Garcia Agency; Sanford (ME); Remote; USD 40,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support families who request guidance, leveraging a proven process and tools provided by the team.

You will be paired with a growing team, receive mentorship, and contribute to meaningful outcomes while maintaining a schedule that fits real-life commitments. Strong communication and independence are essential for success.

Qualifications

• Clear and human communication.
• Discipline with minimal supervision.
• 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 to deliver guidance and support.
• Provide client-facing assistance in a fully remote setting.

Skills

Communication

Discipline

Process openness

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support families who request guidance, leveraging a proven process and tools provided by the team.

You will be paired with a growing team, receive mentorship, and contribute to meaningful outcomes while maintaining a schedule that fits real-life commitments. Strong communication and independence are essential for success.