Remote Client Relations Leader – Financial Services

AO Garcia Agency; Mandan (ND); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, using a proven process and clear communication. You’ll be paired with a growing team, receive mentorship, and have access to tools to help families manage their benefits conversations.

Join a company that values scheduling around real life and meaningful work, with leaders staying involved and ongoing training as part of the deal.

Qualifications

• Clear, human, and effective communication.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who requested guidance.
• Collaborate with a growing team and provide tools/mentorship.

Skills

Clear communication

Self-discipline

Openness to a proven process

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, using a proven process and clear communication. You’ll be paired with a growing team, receive mentorship, and have access to tools to help families manage their benefits conversations.

Join a company that values scheduling around real life and meaningful work, with leaders staying involved and ongoing training as part of the deal.