Remote Client Services Specialist (Financial)

AO Garcia Agency; Penn Hills (Allegheny County); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Flexible schedule

Remote work

Mentorship and training

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional in a financial services context. You will enroll and support clients who seek guidance, using web presentations and a proven process. You will work with a growing team and mentors, while building a schedule that fits real life and helps families.

The role emphasizes ongoing client support, remote delivery, and a portfolio of clients you keep serving rather than one-off calls. Training and leadership involvement are highlighted.

Qualifications

• Clear communication that is human and easy to understand.
• Discipline with minimal supervision and consistent follow-through.
• Openness to a proven sales/benefits process.
• Interest in discussing benefits, not just energy or pitches.

Responsibilities

• Enroll and support clients who request guidance.
• Present information to clients via web presentations.
• Partner with the team and leadership to deliver value to families.
• Adapt to a flexible schedule and remote work setup.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits discussions

Job description

Lever, Inc. is seeking a client-facing, fully remote professional in a financial services context. You will enroll and support clients who seek guidance, using web presentations and a proven process. You will work with a growing team and mentors, while building a schedule that fits real life and helps families.

The role emphasizes ongoing client support, remote delivery, and a portfolio of clients you keep serving rather than one-off calls. Training and leadership involvement are highlighted.