Remote Client Experience Manager

AO Garcia Agency; Saint Petersburg (FL); Remote; USD 42,000 - 60,000; Full time

Job summary

Lever, Inc. is seeking a client-facing specialist for a fully remote role in the financial services space. You will enroll and support clients who seek guidance, using a proven process and clear communication.

You will join a growing team, receive mentorship, and benefit from a flexible schedule that fits real life while delivering meaningful work for families.

This role emphasizes consistent, personable engagement and long-term client relationships, beyond one-off calls.

Qualifications

• Clear and human communication style.
• Ability to work independently without constant supervision.
• Open to a proven process and guidelines.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide ongoing client support and relationship building in a remote setting.

Skills

Clear communication

Self-motivation

Adaptability

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"