Remote Financial Services Representative

AO Garcia Agency; Vineland (NJ); Remote; USD 52,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing teammate for our fully remote financial services team. You will enroll and support clients who asked for guidance, pairing with a growing team and receiving tools and mentorship.

You will operate in a schedule you can build around real life, delivering meaningful work that matters to families and their financial wellbeing. Training and ongoing involvement from leaders will support your success.

Qualifications

• Communication that is clear and human.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, with mentorship and tools provided.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"