Remote Management Trainee

AO Garcia Agency; Joliet (IL); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Home office

Mentorship

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing member for our fully remote role in financial services. You will enroll and support clients who seek guidance, delivering clear, human communication and practical help.

You’ll work with a growing team, receive mentorship, and enjoy a flexible schedule that fits real life, with ongoing training and leadership involvement to back your success.

Qualifications

• Clear, human communication with clients.
• Ability to work independently with discipline.
• Willingness to follow a proven process.

Responsibilities

• Enroll and support clients seeking guidance.
• Deliver web presentations to clients.
• Collaborate with a growing team and mentors.

Skills

Clear communication

Self-discipline

Process mindset

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"