100% Remote Client Relations Specialist

AO Garcia Agency; Florida; Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

Fully remote

Mentorship

Flexible schedule

Long-term client portfolio

Job summary

Lever, Inc. is a fully remote client-facing role in financial services. You will be paired with a growing team, provided tools and mentorship, and tasked with enrolling and supporting clients who seek guided assistance.

The position emphasizes a flexible schedule, meaningful work that helps families, and ongoing training with leaders who stay involved to help you succeed.

Qualifications

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

Responsibilities

• Enroll and support clients seeking guidance.
• Work with a growing team and mentors to deliver guidance.
• Deliver web presentations and online guidance to clients.
• Build a schedule that fits real life while delivering results.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversations

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"