Virtual Client Portfolio Advisor

AO Garcia Agency; Spokane (WA); Sur place; USD 40 000 - 62 000; Plein temps

Avantages offerts par ce poste

Online meetings from home

FT/PT options

No cold calling

Written training

Live coaching

Advancement opportunities

Résumé du poste

Lever, Inc. is hiring for a role that lets you work from home, handling warm leads with families and learning a simple system to build a book of business.

The position emphasizes written training plus live coaching, with no cold calling and flexible hours (full-time or part-time) for the right candidate.

Your day includes meetings, clear explanations, follow-up, notes and scheduling, with a path to advancement for high performers who meet their numbers.

Qualifications

• Written training plus live coaching.
• No cold calling.
• Advancement for people who lead their numbers.

Responsabilités

• Meetings, plain-language explanations, follow-up, notes and scheduling.

Connaissances

Coachability

Consistency

Description du poste

Work from home. Work warm leads with families. Learn a system. Build a book.

That is the job in one line.

Included

• Web-conference meetings from home
• Full-time or part-time options
• No cold calling
• Written training plus live coaching
• Advancement for people who lead their numbers

Your day

Meetings. Plain-language explanations. Follow-up. Notes and scheduling.

Apply if you are coachable and consistent. Skip it if you disappear when nobody is watching.

Zoom interviews only.