Remote Client Advocate — Financial Services

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

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.