Remote Family Benefits Advisor - Warm Leads & Coaching

AO Garcia Agency; Winston-Salem (NC); Remote; USD 37,000 - 68,000; 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 people who lead their数

Job summary

Lever, Inc. is seeking a role that operates from home, handling warm leads with families and learning a system to build a practice. The position offers full-time or part-time options.

You will engage in meetings, provide clear explanations, follow up, and manage scheduling. Training is provided with live coaching, and there are advancement opportunities for top performers. Applicants should be coachable and consistent, with Zoom interviews only.

Responsibilities

• Meetings with families to discuss progress and next steps.
• Provide plain-language explanations of the system.
• Perform follow-up communications and schedule notes.

Job description

Lever, Inc. is seeking a role that operates from home, handling warm leads with families and learning a system to build a practice. The position offers full-time or part-time options.

You will engage in meetings, provide clear explanations, follow up, and manage scheduling. Training is provided with live coaching, and there are advancement opportunities for top performers. Applicants should be coachable and consistent, with Zoom interviews only.