Remote Client Portfolio Strategist

AO Garcia Agency; Miami (FL); Remote; USD 50.000 - 70.000; Vollzeit

Benefits dieser Stelle

Home office

Flexible schedule

Web presentations

Zusammenfassung

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

This position emphasizes a flexible schedule and meaningful work that benefits families. Training and leaders who stay involved will help you succeed as you serve a portfolio of clients rather than one-off calls.

Qualifikationen

• Clear, human communication style.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not only sales.

Kenntnisse

Clear communication

Self-discipline

Process adherence

Benefits conversations

Jobbeschreibung

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

This position emphasizes a flexible schedule and meaningful work that benefits families. Training and leaders who stay involved will help you succeed as you serve a portfolio of clients rather than one-off calls.