Remote Inside Sales Advisor for Family Finance

AO Garcia Agency; Grants Pass (OR); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office

Web presentations

Flexible schedule

Mentorship

Client portfolio

Job summary

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

This position emphasizes clear, human communication, the ability to operate without direct supervision, and openness to a proven process. You’ll engage in benefits conversations, not just sales energy, to help families plan their financial needs.

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 and receive mentorship.
• Use provided tools to serve clients through remote presentations.

Job description

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

This position emphasizes clear, human communication, the ability to operate without direct supervision, and openness to a proven process. You’ll engage in benefits conversations, not just sales energy, to help families plan their financial needs.