Part-Time Work From Home Client Support Representative

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

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, work with a team that provides mentorship, and benefit from leaders who stay involved in your development.

The position offers a structured schedule that adapts to real life, with opportunities to contribute meaningfully to client outcomes and ongoing engagements.

Qualifications

• Client-facing role with fully remote setup in financial services.
• Enrollees are guided and supported with mentorship.
• Training and leaders stay involved.
• Schedule that fits real life and home office setup.

Responsibilities

• Enroll and support clients who request guidance.
• Use a proven process for client interactions.
• Contribute to benefits discussions beyond sales talk.

Skills

Clear communication

Self-motivation

Process adherence

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"