Remote Financial Services Sales Advisor

AO Garcia Agency; Peoria (AZ); Remote; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a client-facing remote role focused on guiding and supporting families. You will enroll clients, provide ongoing support, and work with a team to deliver meaningful outcomes. The position offers mentorship, tools, and a schedule that adapts to real life.

Ideal candidates communicate clearly, stay self‑disciplined without constant oversight, and embrace a proven process while engaging in benefits conversations beyond basic sales energy.

Qualifications

• Clear, human communication is essential.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Be paired with a growing team, with mentorship and tools to succeed.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing remote role focused on guiding and supporting families. You will enroll clients, provide ongoing support, and work with a team to deliver meaningful outcomes. The position offers mentorship, tools, and a schedule that adapts to real life.

Ideal candidates communicate clearly, stay self‑disciplined without constant oversight, and embrace a proven process while engaging in benefits conversations beyond basic sales energy.