Remote Client Intake Advisor for Family Financial Guidance

AO Garcia Agency; Reno (NV); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. in the United States seeks a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, equipped with tools and mentorship.

You will work on meaningful problems that matter to families, with a schedule you can build around real life, and you’ll participate in benefits conversations, not just push sales energy.

Qualifications

• Clear and human communication is required.
• Self-discipline with minimal supervision is essential.
• Willingness to follow a proven process is needed.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentors.
• Present information and guidance to clients in a clear, helpful manner.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. in the United States seeks a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, equipped with tools and mentorship.

You will work on meaningful problems that matter to families, with a schedule you can build around real life, and you’ll participate in benefits conversations, not just push sales energy.