Remote Client Consultation Specialist

AO Garcia Agency; Riverside (CA); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. in the United States seeks a client-facing teammate for a fully remote role in financial services. You will enroll and support clients who asked for guidance, using a proven process and clear, human communication.

You’ll work with mentors and training resources designed to help you succeed. Expect a schedule you can build around real life, with a portfolio of ongoing client conversations and follow-ups.

Qualifications

• Clear and human communication must be demonstrated.
• Ability to work with minimal supervision and stay disciplined.
• Openness to follow a proven sales/education process.

Skills

Clear communication

Self-motivation

Independent work

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"