Remote Family Finance Advisor

AO Garcia Agency; Rawlins (WY); Remote; USD 50,000 - 70,000; Full time

Job summary

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

The deal includes a home office setup, web presentations, work that matters to families, training from involved leaders, and a schedule you can build around real life. You will maintain and grow a portfolio of clients you serve over time.

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
• Be paired with a growing team and receive tools and mentorship
• Deliver client guidance and support in a structured process

Job description

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

The deal includes a home office setup, web presentations, work that matters to families, training from involved leaders, and a schedule you can build around real life. You will maintain and grow a portfolio of clients you serve over time.