Remote Client Care Specialist – Financial Services

AO Globe Life; Hilo (HI); Remote; USD 35,000 - 55,000; Full time

Job summary

Lever, Inc. is hiring for a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, delivering web presentations and working with a growing team that provides tools and mentorship.

The position emphasizes work that matters to families and a schedule you can build around real life, with a portfolio you continue to serve rather than one-off calls. The deal highlights home office setup, meaningful client impact, involved leadership, and a

Qualifications

• Clear and human communication.
• Ability to work without constant supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Deliver web presentations to clients.
• Collaborate with a growing team and mentors.
• Structure a schedule that fits real life.

Skills

Communication

Discipline

Openness

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”

Apply today. We outline the role on Zoom so you can decide if it is actually a fit.