Part-Time Client Experience Specialist - Remote

AO Garcia Agency; Windsor; Remote; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Training and mentorship

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing professional to support clients in a fully remote role within financial services. You will be paired with a growing team, receive mentorship, and guide families through guidance and benefit conversations.

The position emphasizes training, a schedule you can build around real life, and ongoing client engagement with a portfolio you keep serving rather than one-off calls.

Qualifications

• Clear, human communication for client guidance.
• Ability to work independently without direct supervision.
• Openness to following a proven process and framework.
• Interest in discussing benefits with clients, not only sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and utilize mentorship and tools provided.
• Deliver guidance in a client-facing, financial services context.
• Help clients build a plan and stay engaged over time.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Tools

Mentorship Tools

Job description

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"