Remote Financial Services Advisor — Training & Growth, WFH

Lever, Inc.; Blue Springs (MO); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant who will assess client needs, teach options, and stay engaged after the first meeting. You will also handle admin tasks, notes, appointments, and CRM hygiene from a remote setting.

This role emphasizes relationship building, comfortable camera presence, and performance-based advancement within Lever's current tech stack and training program.

Qualifications

• Experience in consultative selling or virtual consulting.
• Ability to work from home and stay on camera.
• Strong communication and relationship management skills.

Responsibilities

• Assess client needs, present options, and guide decisions.
• Teach options and stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

CRM experience

Relationship management

Remote work

Communication skills

Training adaptability

Job description

Lever, Inc. is seeking a virtual consultant who will assess client needs, teach options, and stay engaged after the first meeting. You will also handle admin tasks, notes, appointments, and CRM hygiene from a remote setting.

This role emphasizes relationship building, comfortable camera presence, and performance-based advancement within Lever's current tech stack and training program.