Remote Client Success Advisor

AO Garcia Agency; Fort Worth (TX); Remote; USD 45,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing role in financial services with a fully remote setup. You will enroll and support clients who seek guidance, using tools and mentorship provided to you.

The position emphasizes meaningful work that impacts families and a schedule that fits real-life commitments. In this role, you’ll work within a proven process, communicating clearly and humanely while balancing autonomy with support from leaders who stay involved.

Qualifications

• Clear, human communication style essential.
• Ability to work without direct supervision.
• Willingness to follow a proven sales/engagement process.
• Interest in discussing benefits and value with clients.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver client-facing sessions remotely via web presentations.
• Maintain portfolio of clients and ensure ongoing engagement.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing role in financial services with a fully remote setup. You will enroll and support clients who seek guidance, using tools and mentorship provided to you.

The position emphasizes meaningful work that impacts families and a schedule that fits real-life commitments. In this role, you’ll work within a proven process, communicating clearly and humanely while balancing autonomy with support from leaders who stay involved.