Remote Client Intake Specialist

AO Garcia Agency; Barre (VT); Remote; USD 35,000 - 65,000; Full time

Benefits offered by this job

Web-conference meetings from home

Full-time or part-time options

No cold calling

Written training plus live coaching

Advancement for top performers

Job summary

Lever, Inc. is seeking individuals to work from home with warm leads (families), to learn a system and build a client book. You will engage in meetings, provide plain-language explanations, perform follow-ups, take notes, and manage scheduling. Zoom interviews are conducted only.

Apply if you are coachable and consistent; the role offers written training plus live coaching and opportunities for advancement for those who lead their numbers.

Responsibilities

• Meetings, plain-language explanations, follow-up, notes and scheduling.

Job description

Work from home. Work warm leads with families. Learn a system. Build a book.

That is the job in one line.

Included

• Web-conference meetings from home
• Full-time or part-time options
• No cold calling
• Written training plus live coaching
• Advancement for people who lead their numbers

Your day

Meetings. Plain-language explanations. Follow-up. Notes and scheduling.

Apply if you are coachable and consistent. Skip it if you disappear when nobody is watching.

Zoom interviews only.