Remote Client Advocacy Lead — Mentorship & Impact

AO Garcia Agency; Woonsocket (RI); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Mentorship program

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role within financial services. You will be paired with a growing team, provided tools and mentorship, and you will enroll and support clients who asked for guidance.

You’ll present information via web presentations, build a schedule around real life, and work on a portfolio you keep serving rather than one-off calls, delivering meaningful outcomes for families and clients.

Qualifications

• Must communicate clearly and human.
• Capable of self-directed work with minimal supervision.
• Willingness to engage in benefits discussions, not just sales energy.
• Comfort with remote, client-facing interactions.

Responsibilities

• Enroll and support clients seeking guidance.
• Conduct benefits conversations as part of the process.
• Collaborate with a team to deliver value.
• Build a schedule that fits real-life needs.

Skills

Clear communication

Self-motivation

Independent work

Empathy in client conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role within financial services. You will be paired with a growing team, provided tools and mentorship, and you will enroll and support clients who asked for guidance.

You’ll present information via web presentations, build a schedule around real life, and work on a portfolio you keep serving rather than one-off calls, delivering meaningful outcomes for families and clients.