Remote Client Relations Specialist – Guidance & Growth

AO Garcia Agency; Florida; Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Home office

Mentorship

Flexible schedule

Training

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, receive tools and mentorship, and help enroll and support clients who request guidance.

The position emphasizes a work-life-friendly schedule and ongoing client portfolio support, with home-office responsibilities and web presentations included as part of the duties.

Qualifications

• Clear and human communication
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and receive mentorship.
• Deliver client interactions from a home office, including presentations.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

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, receive tools and mentorship, and help enroll and support clients who request guidance.

The position emphasizes a work-life-friendly schedule and ongoing client portfolio support, with home-office responsibilities and web presentations included as part of the duties.