Virtual Consultation Representative - Work From Home

AO Garcia Agency; Hendersonville (TN); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is hiring for a Remote financial-services role aimed at engaging warm leads and coaching new reps during ramp-up. The position emphasizes structured days, no office requirement, and a pipeline built from warm leads to help protect client income and future stability.

Top performers can access a leadership track and growth opportunities as they adapt to the provided coaching and tools. This role focuses on efficient follow-up and client-first communication.

Qualifications

• Requires reliable follow-up with leads and clear communication with clients.
• Ability to maintain professional video presence during client interactions.
• Willingness to learn and adapt to new tools quickly.
• Demonstrates respect and professionalism in client relationships.

Skills

On-time follow-up

Video presence

Fast learning on tools

Respect for the client

Tools

CRM tools

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