Remote Family Needs Assessment Specialist

AO Garcia Agency; Lehi (UT); Remote; USD 40,000 - 70,000; 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 top performers

Job summary

Lever, Inc. is seeking candidates for a remote, home-based role in Utah. The position emphasizes working with warm leads from families, learning a system, and building a book of clients. The role offers flexibility with full-time or part-time options and includes written training plus live coaching.

Ideal applicants are coachable, consistent, and proactive. Zoom interviews are the standard, with advancement for those who meet and exceed their targets.

Qualifications

• Apply if you are coachable and consistent.

Responsibilities

• Meetings from home and web-conference calls.
• Provide plain-language explanations and clear follow-up.
• Take notes and scheduling responsibilities.

Job description

Lever, Inc. is seeking candidates for a remote, home-based role in Utah. The position emphasizes working with warm leads from families, learning a system, and building a book of clients. The role offers flexibility with full-time or part-time options and includes written training plus live coaching.

Ideal applicants are coachable, consistent, and proactive. Zoom interviews are the standard, with advancement for those who meet and exceed their targets.