Part-Time Client Experience Specialist - Remote

AO Garcia Agency; Central (LA); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Flexible schedule

Training and mentorship

Job summary

Lever, Inc. in the United States offers a client-facing, fully remote role in financial services. You will be paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

You will join a process-driven environment that emphasizes thoughtful conversations about benefits, not just sales energy, with leaders who stay involved and schedules that adapt to real life.

Qualifications

• Clear and human communication with clients.
• Ability to work independently without direct supervision.
• Openness to a proven process for client interactions.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide client-facing financial services support with clear communication.
• Participate in training programs and mentorship from leaders.

Skills

Clear communication

Self-motivation

Remote work discipline

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"