Remote Client Concierge & Guidance Specialist

AO Garcia Agency; Urbandale (IA); Remote; USD 60,000 - 80,000; Full time

Job summary

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

The position emphasizes a schedule you can build around real life, ongoing training, and leaders who stay involved as you serve a portfolio of families.

Qualifications

• Clear and human communication.
• 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.
• Provide client-facing guidance remotely.

Skills

Communication

Discipline

Openness

Benefits talks

Job description

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

The position emphasizes a schedule you can build around real life, ongoing training, and leaders who stay involved as you serve a portfolio of families.