Client Relationship Specialist - Remote

AO Garcia Agency; Harrisburg (SD); Remote; USD 65,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in the financial services space. You will be paired with a growing team, receive tools and mentorship, and be responsible for enrolling and supporting clients seeking guidance.

The position emphasizes clear, human communication, working autonomously with a proven process, and engaging in benefits conversations as part of the client journey.

Qualifications

• Communication that is clear and human.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, using provided tools and mentorship.

Skills

Clear communication

Self-discipline

Process adaptability

Benefits discussions

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"