Remote Financial Services Consultant

AO Garcia Agency; Provo (UT); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Remote meetings

Full/Part-time

No cold calling

Training and coaching

Advancement opportunities

Job summary

Lever, Inc. is hiring for a work-from-home role in Utah. You will engage with families using warm leads, learn a system, and build a book. The day-to-day includes meetings, plain-language explanations, follow-up, and meticulous notes scheduling. Zoom interviews are required, and there are full-time or part-time options for coachable, consistent individuals.

Qualifications

• Coachable and consistent.
• Willing to participate in Zoom interviews.

Responsibilities

• Attend meetings.
• Provide plain-language explanations.
• Handle follow-up, notes and scheduling.

Job description

Work from home. Work warm leads with families. Learn a system. Build a book.

That is the job in one line.

Included

• Web-conference meetings from home
• Full-time or part-time options
• No cold calling
• Written training plus live coaching
• Advancement for people who lead their numbers

Your day

Meetings. Plain-language explanations. Follow-up. Notes and scheduling.

Apply if you are coachable and consistent. Skip it if you disappear when nobody is watching.

Zoom interviews only.