Remote Client Consultation Specialist

AO Garcia Agency; Allentown (Lehigh County); Remote; USD 50.000 - 70.000; Vollzeit

Zusammenfassung

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

You'll join a program that emphasizes real-life scheduling, ongoing training, and leaders who stay involved, with a portfolio of clients to serve rather than one-off calls.

Qualifikationen

• Client-facing role requiring clear and human communication.
• Ability to work independently without direct supervision while staying accountable.
• Comfort discussing benefits as part of client conversations.

Aufgaben

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentors to deliver value.
• Engage in benefits conversations, not just sales.

Kenntnisse

Clear communication

Self-discipline

People skills

Jobbeschreibung

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"