Remote Client Relations Specialist: Family-Focused Guidance

AO Globe Life; Medford (OR); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote specialist in a financial services context. You will be paired with a growing team, receive mentorship, and enroll and support clients who seek guidance.

The role emphasizes delivering value via home-based web presentations and a flexible schedule designed to fit real life. Candidates should demonstrate clear communication, self-discipline without direct supervision, and openness to a proven process, including engaging in benefits

Qualifications

• Clear and human communication is essential.
• Demonstrated discipline without direct supervision.
• Openness to following a proven sales/support process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and be mentored.
• Work from a home office with web presentations and scheduling flexibility.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

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”

Apply today. We outline the role on Zoom so you can decide if it is actually a fit.