Client Follow-Up Representative - Remote

AO Garcia Agency; Eagle (ID); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Home office

Web presentations

Training and leadership involvement

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing, fully remote specialist in financial services to enroll and support clients who seek guidance.

You will work with a growing team, receive tools and mentorship, and participate in web presentations while building a schedule that fits real life.

Qualifications

• Clear, human, client-facing communication.
• Ability to work independently with discipline.
• Willingness to follow a proven process.
• Interest in discussing benefits with clients.

Responsibilities

• Enroll and support clients who request guidance.
• Collaborate with a growing team and receive mentorship.
• Represent the service in web presentations and remote formats.
• Help clients understand the value and outcomes of our offerings.

Skills

Clear communication

Self-motivation

Adaptability to process

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"