Client Intake Representative - Work From Home

AO Garcia Agency; Reno (NV); A distancia; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

Lever, Inc. in the United States seeks a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, equipped with tools and mentorship.

You will work on meaningful problems that matter to families, with a schedule you can build around real life, and you’ll participate in benefits conversations, not just push sales energy.

Formación

• Clear and human communication is required.
• Self-discipline with minimal supervision is essential.
• Willingness to follow a proven process is needed.
• Interest in benefits conversations, not just sales energy.

Responsabilidades

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentors.
• Present information and guidance to clients in a clear, helpful manner.

Conocimientos

Clear communication

Self-discipline

Process adherence

Benefits conversations

Descripción del empleo

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"