100% Remote Client Relations Advisor

AO Garcia Agency; Sumter (SC); Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Fully remote

Job summary

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

The role emphasizes thoughtful, testimonied support and clear, human communication. The deal includes a home office setup, web presentations, and work that matters to families. It offers leadership involvement, a schedule you can build around real life, and a portfolio you

Qualifications

• Clear and human communication.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Communicate clearly and humanly with clients.
• Collaborate with a growing team and leverage provided tools and mentorship.

Skills

Clear communication

Discipline without supervision

Process adoption

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"