Remote Client Relations Specialist - Financial Services

AO Garcia Agency; Charlotte (NC); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Mentorship program

Flexible scheduling

Training & leadership involvement

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who seek guidance.

The deal includes a home office, web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life, with a portfolio you keep serving.

Qualifications

• Requires clear, human-centered communication.
• Able to work independently without direct supervision.
• Willingness to follow a proven engagement process.
• Interest in discussing benefits with clients, not just sales.

Responsibilities

• Engage with clients to understand needs and guide them to solutions.
• Enroll and support clients through the onboarding and adoption process.
• Collaborate with a growing team and mentors to deliver value.

Skills

Clear communication

Self-discipline

Openness to a proven process

Benefits conversation mindset

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who seek guidance.

The deal includes a home office, web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life, with a portfolio you keep serving.