Remote Family Services Coordinator - Flexible Schedule

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

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.