Remote Client Portfolio Advisor – Family-Focused Impact

AO Garcia Agency; St. Louis (MO); Remote; USD 55,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing specialist for a fully remote role in financial services. You will enroll and support clients who requested guidance, paired with a growing team, with tools and mentorship to succeed.

The position emphasizes work that matters to families, a schedule that fits real life, and ongoing training from leaders who stay involved. Candidates should communicate clearly and humanely, and be open to a proven process that focuses on benefits conversations beyond pure

Qualifications

• Clear and human communication is essential.
• Discipline without a supervisor in the hallway.
• Openness to a proven process is required.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, with tools and mentorship.
• Maintain client-facing communication in a remote, financial services setting.

Skills

Clear & human communication

Disciplined self-start

Open to proven process

Interest in benefits conversations

Job description

Lever, Inc. is seeking a client-facing specialist for a fully remote role in financial services. You will enroll and support clients who requested guidance, paired with a growing team, with tools and mentorship to succeed.

The position emphasizes work that matters to families, a schedule that fits real life, and ongoing training from leaders who stay involved. Candidates should communicate clearly and humanely, and be open to a proven process that focuses on benefits conversations beyond pure