Remote Client Services Specialist

AO Garcia Agency; Madison (MS); Remote; USD 50,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will join a growing team, receive tools and mentorship, and help enroll and support clients who asked for guidance.

The deal includes a home office setup, web presentations, work that matters to families, training with involved leaders, and a schedule you can build around real life. You will manage a portfolio of clients and avoid one-off calls.

Qualifications

• Clear and human communication
• Self-motivated with discipline
• Open to a proven process
• Interest in benefits conversations, not just sales energy

Skills

Client facing

Remote work

Financial services

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"