Client Engagement Representative - Work From Home

AO Garcia Agency; Bloomington (IL); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Fully remote

Job summary

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

This position emphasizes delivering meaningful work for families, with training and leaders who stay involved, and a schedule you can build around real life.

Qualifications

• Clear and human communication required.
• Discipline without a supervisor in the hallway.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, using provided tools and mentorship.
• Deliver training and support to clients.
• Engage in benefits conversations as part of the role.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversations

Tools

Remote 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"