Client Advocacy Team Lead - Remote

AO Garcia Agency; Woonsocket (RI); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Mentorship program

Flexible schedule

Job summary

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

You’ll present information via web presentations, build a schedule around real life, and work on a portfolio you keep serving rather than one-off calls, delivering meaningful outcomes for families and clients.

Qualifications

• Must communicate clearly and human.
• Capable of self-directed work with minimal supervision.
• Willingness to engage in benefits discussions, not just sales energy.
• Comfort with remote, client-facing interactions.

Responsibilities

• Enroll and support clients seeking guidance.
• Conduct benefits conversations as part of the process.
• Collaborate with a team to deliver value.
• Build a schedule that fits real-life needs.

Skills

Clear communication

Self-motivation

Independent work

Empathy in client 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"