Remote Client Advocacy Specialist

AO Garcia Agency; Saint Cloud (MN); Remote; USD 55,000 - 85,000; 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, delivering clear, human communication and guided by a proven process.

You will join a growing team, receive mentorship and tools, and build relationships with families through flexible, real-life scheduling and meaningful, ongoing client engagement.

Qualifications

• 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"

Responsibilities

• Enroll and support clients who asked for guidance
• Work with a growing team and leverage mentorship and tools

Skills

Clear communication

Self-directed

Process orientation

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"