Virtual Appointment Coordinator

AO Garcia Agency; Sandy (UT); On-site; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to join a structured, no-office-needed team. The role emphasizes warm-lead conversations, coaching while you ramp, and meaningful engagement with clients.

Working remotely from Utah, you’ll follow up promptly, maintain a professional video presence, and aim for consistent customer outcomes. High performers can enter a leadership track as you prove your results.

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