Client Needs Specialist - Work From Home

AO Garcia Agency; Suffolk (VA); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach clients as you ramp.

Focus is on structured days, timely follow-up, and a supportive onboarding process that accelerates performance. You will operate in a home-base setup with no office requirement and opportunities for leadership track for high performers.

Qualifications

• On-time follow-up required.
• Maintain clean video presence during interactions.
• Able to learn tools quickly and adapt to processes.
• Respect for clients and their needs.

Skills

Follow-up

Video presence

Fast learner

Client respect

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client