Client Onboarding Coordinator - Remote

AO Garcia Agency; Lubbock (TX); Remote; USD 45,000 - 65,000; Full time

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 request guidance, engaging them via web presentations and collaborating with a growing team. Work-life balance and a flexible schedule are emphasized, with leadership involvement throughout the process.

The position focuses on meaningful work that helps families, requires clear communication, and a disciplined, process-driven approach to client engagements.

Qualifications

• Clear, human communication.
• Ability to work with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Deliver information via web presentations.
• Partner with a growing team to mentor and assist clients.

Skills

Clear communication

Self-discipline

Process adoption

Benefits conversation interest

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"