Remote Financial Services Advisor – Client-Focused Guidance

AO Garcia Agency; Alexandria (VA); Remote; USD 55,000 - 90,000; 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 seek guidance, working with a growing team and leveraging mentorship and tools to deliver value. Expect web presentations and a schedule that fits real life.

Ideal candidates communicate clearly, stay self-disciplined without constant supervision, and thrive following a proven process while engaging in benefits conversations, not just sales energy.

Qualifications

• Clear communication that is clear and human.
• Ability to work without a supervisor in the hallway.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just \

Responsibilities

• Enroll and support clients who asked for guidance.
• Join a growing team with mentorship and tools.
• Deliver web presentations to clients in a remote setup.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

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 seek guidance, working with a growing team and leveraging mentorship and tools to deliver value. Expect web presentations and a schedule that fits real life.

Ideal candidates communicate clearly, stay self-disciplined without constant supervision, and thrive following a proven process while engaging in benefits conversations, not just sales energy.