Client Relationship Specialist - Remote

AO Garcia Agency; South Sioux City (NE); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Remote meetings

Flexible schedule

No cold calls

Training and coaching

Advancement opportunities

Job summary

Lever, Inc. is seeking a self-motivated, coachable individual to work from home handling warm family leads and learning a simple system to build a personal client book. The role emphasizes measurable results, consistent follow-up, and clear communication. Your day includes meetings, explanations, notes, and scheduling, with opportunities for growth and advancement.

Qualifications

• Candidates should be coachable and consistent in their approach.
• Able to follow up and manage notes effectively.
• Willingness to learn a new system and build a client book.

Responsibilities

• Attend meetings and provide plain-language explanations.
• Perform follow-up activities and scheduling.
• Maintain notes and organize calendar items.

Skills

Coachable

Job description

Work from home. Work warm leads with families. Learn a system. Build a book.

That is the job in one line.

Included

• Web-conference meetings from home
• Full-time or part-time options
• No cold calling
• Written training plus live coaching
• Advancement for people who lead their numbers

Your day

Meetings. Plain-language explanations. Follow-up. Notes and scheduling.

Apply if you are coachable and consistent. Skip it if you disappear when nobody is watching.

Zoom interviews only.