Client Retention Representative - Work From Home

AO Garcia Agency; Newport (RI); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to join our team. The role focuses on structured days, warm-lead conversations, and coaching as you ramp, with no office requirement.

You will engage with prospects via remote channels, maintain high-quality follow-ups, and learn our tools quickly in a supportive environment that rewards top performers with growth opportunities. This position emphasizes client focus, clear communication, and the ability to adapt to a fast-paced

Responsibilities

• Engage with prospects through remote channels using warm leads.
• Participate in structured daily routines and coaching during ramp.
• Maintain high-quality follow-ups and a strong client focus.

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client