Remote Financial Services Advisor for Families

Lever, Inc.; Keene (NH); À distance; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Home office

Web presentations

Meaningful work

Ongoing training

Flexible schedule

Client portfolio continuity

Résumé du poste

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal includes a home office setup, Web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life.

Qualifications

• Client-facing, fully remote role in financial services.
• Able to enroll and support clients who asked for guidance.
• Demonstrates clear, human communication and discipline.
• Open to a proven process and benefits conversations, not just sales energy.

Responsabilités

• Enroll and support clients who asked for guidance.
• Engage in client-facing activities with mentorship and tools provided.
• Deliver presentations and support families in planning.
• Work with leaders who stay involved to ensure client success.

Connaissances

Clear communication

Self-discipline

Process-minded

Benefits conversations

Description du poste

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal includes a home office setup, Web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life.