Remote Client Care Specialist - Financial Services

AO Garcia Agency; Gilbert (AZ); Remote; USD 40,000 - 70,000; Full time

Job summary

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

The deal emphasizes a home office setup, web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life. Your portfolio will be served continuously, not just one-off calls.

Qualifications

• Clear, human communication.
• Self-motivated with discipline and minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversations

Job description

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

The deal emphasizes a home office setup, web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life. Your portfolio will be served continuously, not just one-off calls.