Remote Family Finance Advisor

AO Garcia Agency; Fort Wayne (IN); Remote; USD 45,000 - 65,000; Full time

Job summary

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

This role rewards clear, human communication, self-discipline without constant supervision, openness to a proven process, and a focus on benefits conversations rather than just “sales energy.”

Qualifications

• Clear, human communication with clients.
• Ability to work autonomously without constant supervision.
• Willingness to follow a proven process and guidance.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and receive mentorship.
• Deliver client communications that are clear and client-centered.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

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

This role rewards clear, human communication, self-discipline without constant supervision, openness to a proven process, and a focus on benefits conversations rather than just “sales energy.”