Client Relationship Specialist - Remote

AO Garcia Agency; Vancouver (WA); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. offers a remote seat on a team that helps families understand and set up protection options. The role emphasizes clear expectations, mentorship, and flexible hours.

You'll join a collaborative environment with coaching rather than sink-or-swim, and you can work from home with a focus on honest conversations and professional growth path.

Join us if you value integrity, self-management, and constructive feedback as the foundation for dedicated family protection planning.

Qualifications

• Strong communication skills.
• Ability to self-manage and work remotely.
• Team-oriented with good habits.
• Demonstrates integrity.

Responsibilities

• Collaborate with the team to guide families through protection options.
• Participate in mentoring and coaching discussions.

Skills

Communication

Self-management

Team habits

Integrity

Job description

Remote seat on a team that helps families understand and set up protection options.

Flexible hours. Mentorship. Clear expectations.

Offer

• 1. Purpose with a process — not vague “help people.”
• 2. Work from home.
• 3. A growth path if the numbers and the attitude are there.
• 4. Coaching instead of sink-or-swim.
• 5. Honest conversations only. No pressure theater.

Bring

• Communication skill
• Self-management
• Team habits
• A spine — integrity is not optional