Virtual Appointment Coordinator

AO Garcia Agency; Kahului (HI); On-site; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide clients through conversations as you ramp. Training is provided before performance expectations, ensuring you are equipped to deliver value from day one. The role emphasizes client respect and effective follow-up.

The position supports a fully remote base with structured days and coaching, offering a clear track for high performers to move into leadership as you build trusted relationships with clients.

Qualifications

• Must demonstrate reliable follow-up with clients.
• Maintain professional video presence for virtual interactions.
• Rapidly learn and adapt to new tools used in client conversations.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client