Client Concierge Representative - Work From Home

AO Garcia Agency; Urbandale (IA); Remote; USD 60,000 - 80,000; Full time

Job summary

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

The position emphasizes a schedule you can build around real life, ongoing training, and leaders who stay involved as you serve a portfolio of families.

Qualifications

• Clear and human communication.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide client-facing guidance remotely.

Skills

Communication

Discipline

Openness

Benefits talks

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"