Work From Home - Family Advocate

AO Garcia Agency; Lexington (KY); A distancia; USD 45.000 - 75.000; Jornada completa

Descripción de la vacante

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

The deal includes a home office setup, web presentations, work that matters to families, and leadership that stays involved, with a schedule that fits real life. You will maintain a portfolio of ongoing client relationships.

Formación

• 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

Responsabilidades

• Enroll and support clients who asked for guidance.
• Work with a growing team, with mentorship and clear tools.
• Provide guidance in a client-facing financial services context via remote presentations.

Conocimientos

Clear communication

Self-discipline

Openness to process

Benefits conversations

Descripción del empleo

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"