Remote Client Experience Pro for Family Financial Guidance

AO Garcia Agency; Central (LA); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Flexible schedule

Training and mentorship

Job summary

Lever, Inc. in the United States offers a client-facing, fully remote role in financial services. You will be paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

You will join a process-driven environment that emphasizes thoughtful conversations about benefits, not just sales energy, with leaders who stay involved and schedules that adapt to real life.

Qualifications

• Clear and human communication with clients.
• Ability to work independently without direct supervision.
• Openness to a proven process for client interactions.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide client-facing financial services support with clear communication.
• Participate in training programs and mentorship from leaders.

Skills

Clear communication

Self-motivation

Remote work discipline

Job description

Lever, Inc. in the United States offers a client-facing, fully remote role in financial services. You will be paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

You will join a process-driven environment that emphasizes thoughtful conversations about benefits, not just sales energy, with leaders who stay involved and schedules that adapt to real life.