Remote Financial Services Consultant | Full Training
AO Garcia Agency
Miami, FL
- Remote job
Lever, Inc. seeks a virtual consultant who assesses client needs, teaches options, and stays engaged after the initial meeting. The role includes essential admin tasks such as notes, appointments, and CRM hygiene, all performed remotely. The position emphasizes relationship-building with a focus on the ongoing client journey and is supported by full training and a scalable, current tech stack. Interviews occur via Zoom. #J-18808-Ljbffr AO Garcia Agency
Vacancy posted 3 days ago
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