Remote Family Finance Advisor

AO Garcia Agency; Lexington (KY); Remote; USD 45,000 - 75,000; Full time

Job summary

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

The deal includes a home office setup, web presentations, work that matters to families, and leadership that stays involved, with a schedule that fits real life. You will maintain a portfolio of ongoing client relationships.

Qualifications

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just sales energy

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, with mentorship and clear tools.
• Provide guidance in a client-facing financial services context via remote presentations.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

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

The deal includes a home office setup, web presentations, work that matters to families, and leadership that stays involved, with a schedule that fits real life. You will maintain a portfolio of ongoing client relationships.