Remote Management Trainee

AO Garcia Agency; Norfolk (VA); Remote; USD 65,000 - 95,000; Full time

Job summary

Lever, Inc. in the United States is seeking a client-facing professional for a fully remote role in financial services.

You will enroll and support clients who asked for guidance, pairing with a growing team, with tools and mentorship to succeed. You will enjoy a flexible schedule, meaningful work for families, and ongoing training from involved leaders as you build a portfolio you continue to serve rather than a one-off call stack.

Qualifications

• Clear and human communication required.
• Discipline and self-management without constant supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who ask for guidance.
• Work with a growing team with mentorship and tools.
• Provide client-facing guidance in a financial services context.

Skills

Clear communication

Self-motivated

Process-oriented

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"