Remote Family Services Coordinator

AO Garcia Agency; Spokane (WA); Remote; USD 40,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with mentorship, tools, and a schedule you can build around real life.

You’ll manage a portfolio you keep serving rather than a stack of one-off calls, and you’ll engage in benefits conversations, not just “sales energy.” Training and involved leadership promise support as you do meaningful work for families.

Qualifications

• Clear and human communication.
• Ability to work without direct supervision.
• Willingness to follow a proven sales process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who request guidance.
• Deliver client-facing sessions and web presentations.
• Work with a growing team and receive mentorship.
• Build a schedule that fits real life and client needs.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• 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"