WFH Policy Guidance Specialist

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

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads, nurture relationships, and guide prospects through a simple ramp.

You will work from home with structured days, chat and call-based outreach, and coaching while you ramp, ensuring every client interaction projects trust.

This role emphasizes fast learning, clear communication, and disciplined follow-up, with a leadership track for high performers and no office required.

Qualifications

• Ability to follow up promptly with warm leads.
• Maintain professional online presence in video calls.
• Will learn tools quickly and adapt to new tech.
• Respect for clients and confidentiality.

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