Remote Financial Guidance Advisor

AO Garcia Agency; Athens (GA); Remote; USD 65,000 - 85,000; Full time

Job summary

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

You will contribute to meaningful work for families, with presentations and a schedule that fits real life, and you will keep serving a portfolio of clients rather than one-off calls.

Qualifications

• Clear, human communication is required.
• Self-motivated with discipline and independence.
• Openness to a proven sales guidance process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentors to deliver consistent client value.

Skills

Clear and human communication

Job description

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

You will contribute to meaningful work for families, with presentations and a schedule that fits real life, and you will keep serving a portfolio of clients rather than one-off calls.