Part-Time Client Relations Representative - Remote

AO Garcia Agency; Hoover (AL); Remote; USD 40,000 - 55,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Mentorship & training

Job summary

Lever, Inc. is seeking a client-facing remote role in financial services. You will enroll and support clients who ask for guidance, pairing with a growing team and benefiting from mentorship and leaders who stay involved.

The position offers a schedule you can build around real life and a portfolio you continue to serve, not a stack of one-off calls, with ongoing training and development.

Qualifications

• Clear and human communication.
• Self-motivation with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just “sales energy”.

Responsibilities

• Enroll and support clients who ask for guidance.
• Collaborate with a growing team and participate in training.
• Engage clients remotely to deliver guidance and solutions.

Skills

Clear communication

Self-motivation

Adaptability

Benefits conversations

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"