Virtual Appointment Coordinator

AO Garcia Agency; South Portland (ME); Remote; USD 45,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, paired with a growing team, with access to tools and mentorship to help you succeed.

The position emphasizes a schedule you can build around real life, training, and leaders who stay involved, plus a portfolio you keep serving rather than a stack of one-off calls.

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.
• Be paired with a growing team with mentorship and tools.

Skills

Clear communication

Self-motivation

Process adherence

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"