Remote Client Guidance Specialist, Finance

AO Garcia Agency; Riverside (CA); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. in the United States seeks a client-facing teammate for a fully remote role in financial services. You will enroll and support clients who asked for guidance, using a proven process and clear, human communication.

You’ll work with mentors and training resources designed to help you succeed. Expect a schedule you can build around real life, with a portfolio of ongoing client conversations and follow-ups.

Qualifications

• Clear and human communication must be demonstrated.
• Ability to work with minimal supervision and stay disciplined.
• Openness to follow a proven sales/education process.

Skills

Clear communication

Self-motivation

Independent work

Job description

Lever, Inc. in the United States seeks a client-facing teammate for a fully remote role in financial services. You will enroll and support clients who asked for guidance, using a proven process and clear, human communication.

You’ll work with mentors and training resources designed to help you succeed. Expect a schedule you can build around real life, with a portfolio of ongoing client conversations and follow-ups.