Client Experience Specialist - Work From Home

AO Garcia Agency; Janesville (WI); Remote; USD 40,000 - 60,000; Full time

Job summary

Lever, Inc. is a client-facing, fully remote role in 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 includes a home office, web presentations, work that matters to families, and training with leaders who stay involved, plus a schedule you can build around real life. You will manage a portfolio you keep serving, not a stack of one-off calls.

Qualifications

• 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"

Responsibilities

• Client-facing, fully remote role within financial services.
• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage mentorship and tools.
• Deliver web presentations and communicate clearly with clients.
• Maintain a portfolio of ongoing client engagements rather than one-off calls.

Skills

Clear communication

Self-discipline

Process orientation

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"