Remote Financial Services Associate — Grow Your Client Book

AO Garcia Agency; Thornton (CO); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Remote work from home

Advancement opportunities

Job summary

Lever, Inc. offers a work-from-home role focused on warm leads with families. You will learn a simple system and start building a book of clients. The position welcomes both full-time and part-time schedules and emphasizes coachable, consistent performers.

Day-to-day includes web-conference meetings, plain-language explanations, follow-up, notes, and scheduling. Zoom interviews are used in the hiring process.

Qualifications

• Willing to work from home and attend regular web-conference meetings.
• No cold calling is required.

Responsibilities

• Attend web-conference meetings and communicate clearly.
• Manage follow-ups, notes, and scheduling without supervision.

Skills

Coachable

Consistency

Job description

Lever, Inc. offers a work-from-home role focused on warm leads with families. You will learn a simple system and start building a book of clients. The position welcomes both full-time and part-time schedules and emphasizes coachable, consistent performers.

Day-to-day includes web-conference meetings, plain-language explanations, follow-up, notes, and scheduling. Zoom interviews are used in the hiring process.