Remote Needs Analysis Specialist

AO Garcia Agency; Bend (OR); Remote; USD 55,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote adviser in financial services who can enroll and support families seeking guidance. You will be paired with a growing team, receive mentorship, and use a proven process to help clients make informed decisions from home.

The deal emphasizes work that matters to families, flexible scheduling, and leaders who stay involved. You’ll deliver clear, human communication, build trust, and nurture ongoing relationships while working remotely across the

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
• Deliver client-facing guidance remotely
• Maintain clear, human communication with families

Skills

Clear communication

Self-motivation

Relationship-building

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"