Client Relations Representative - Remote

AO Garcia Agency; Charlotte (NC); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Mentorship program

Flexible scheduling

Training & leadership involvement

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who seek guidance.

The deal includes a home office, web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life, with a portfolio you keep serving.

Qualifications

• Requires clear, human-centered communication.
• Able to work independently without direct supervision.
• Willingness to follow a proven engagement process.
• Interest in discussing benefits with clients, not just sales.

Responsibilities

• Engage with clients to understand needs and guide them to solutions.
• Enroll and support clients through the onboarding and adoption process.
• Collaborate with a growing team and mentors to deliver value.

Skills

Clear communication

Self-discipline

Openness to a proven process

Benefits conversation mindset

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"