At a Glance
- Tasks: Assess client needs, teach options, and maintain relationships in a virtual setting.
- Company: Join a supportive team focused on client advocacy and growth.
- Benefits: Work from home, full training, and performance-based advancement opportunities.
- Other info: Dynamic role with no cold calling and a qualified-interest pipeline.
- Why this job: Make a real difference in clients' lives while enjoying flexibility and growth.
- Qualifications: Driven, trainable, dependable, and comfortable with virtual communication.
The predicted salary is between 47250 - 57750 $ per year.
Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.
Admin is part of the job: notes, appointments, CRM hygiene.
- What comes with the seat
- No cold calling
- Qualified-interest pipeline
- Performance-based advancement
- Full training
- Current tech stack
- Work from home
- Traits that work here
Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.
Interviews on Zoom.
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Client Advocate – Remote in Mississauga employer: AO Garcia Agency
At Lever, Inc., we pride ourselves on being an exceptional employer that values flexibility and personal growth. Our remote Client Solutions Specialist role allows you to create a work schedule that fits your life while making a significant impact on families through our supportive financial services. With a strong emphasis on mentorship, training, and the opportunity to build lasting client relationships, you'll thrive in a collaborative culture that prioritizes your professional development.
