Remote Financial Services Sales & Guidance Associate

AO Garcia Agency; Hendersonville (TN); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional in the financial services sector for a fully remote role. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

Expect web presentations, a schedule you can build around real life, and a portfolio you keep serving—not just a stack of one-off calls. This role emphasizes clear communication, disciplined independence, and openness to a proven process.

Qualifications

• Clear and human communication skills.
• Ability to work without direct supervision.
• Willingness to follow a proven process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage clients in benefits conversations.
• Deliver web presentations to client groups.
• Maintain and grow a client portfolio through ongoing service.

Skills

Clear communication

Independent discipline

Process adaptability

Benefits discussions

Job description

Lever, Inc. is seeking a client-facing professional in the financial services sector for a fully remote role. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

Expect web presentations, a schedule you can build around real life, and a portfolio you keep serving—not just a stack of one-off calls. This role emphasizes clear communication, disciplined independence, and openness to a proven process.