Remote Client Relationship Specialist (Flexible Schedule)

AO Garcia Agency; Harrisburg (SD); Remote; USD 65,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in the financial services space. You will be paired with a growing team, receive tools and mentorship, and be responsible for enrolling and supporting clients seeking guidance.

The position emphasizes clear, human communication, working autonomously with a proven process, and engaging in benefits conversations as part of the client journey.

Qualifications

• Communication that is clear and human.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, using provided tools and mentorship.

Skills

Clear communication

Self-discipline

Process adaptability

Benefits discussions

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in the financial services space. You will be paired with a growing team, receive tools and mentorship, and be responsible for enrolling and supporting clients seeking guidance.

The position emphasizes clear, human communication, working autonomously with a proven process, and engaging in benefits conversations as part of the client journey.