Remote Family Services Advisor - Financial Guidance

AO Garcia Agency; Anaheim (CA); Remote; USD 52,000 - 75,000; Full time

Job summary

Lever, Inc. offers a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, leveraging provided tools and mentorship to help families.

The position emphasizes meaningful work, adaptable scheduling, and lasting client relationships as you serve a growing portfolio. You will participate in benefits conversations and follow a proven process, enabling effective cross-client enrollment and ongoing support while maintaining clear, human

Qualifications

• Clear communication that is human and easy to understand.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide client-facing support remotely with a focus on financial services.
• Be part of a team with mentorship and leadership involvement.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. offers a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, leveraging provided tools and mentorship to help families.

The position emphasizes meaningful work, adaptable scheduling, and lasting client relationships as you serve a growing portfolio. You will participate in benefits conversations and follow a proven process, enabling effective cross-client enrollment and ongoing support while maintaining clear, human