Remote Client Care Specialist

AO Garcia Agency; Elizabeth (NJ); 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 seek guidance, delivering insights via web presentations and ongoing support.

You will join a growing team with mentorship and tools, and enjoy a schedule that adapts to real-life commitments. The role emphasizes clear communication and meaningful, benefits-focused conversations.

Qualifications

• Clear, human-centered communication.
• Self-discipline and ability to work without constant supervision.
• Willingness to follow a proven, structured process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver guidance through web presentations and virtual sessions.
• Collaborate with a growing team and leverage provided mentorship and tools.

Skills

Clear communication

Self-motivation

Autonomy

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"