Remote Client Relations Advisor — Growth & Guidance

AO Garcia Agency; Sumter (SC); Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Fully remote

Job summary

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

The role emphasizes thoughtful, testimonied support and clear, human communication. The deal includes a home office setup, web presentations, and work that matters to families. It offers leadership involvement, a schedule you can build around real life, and a portfolio you

Qualifications

• Clear and human communication.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Communicate clearly and humanly with clients.
• Collaborate with a growing team and leverage provided tools and mentorship.

Skills

Clear communication

Discipline without supervision

Process adoption

Benefits conversations

Tools

Mentorship tools

Job description

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

The role emphasizes thoughtful, testimonied support and clear, human communication. The deal includes a home office setup, web presentations, and work that matters to families. It offers leadership involvement, a schedule you can build around real life, and a portfolio you