Remote Client Success Advisor

AO Garcia Agency; Janesville (WI); Remote; USD 40,000 - 60,000; Full time

Job summary

Lever, Inc. is a client-facing, fully remote role in 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 includes a home office, web presentations, work that matters to families, and training with leaders who stay involved, plus a schedule you can build around real life. You will manage a portfolio you keep serving, not a stack of one-off calls.

Qualifications

• 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"

Responsibilities

• Client-facing, fully remote role within financial services.
• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage mentorship and tools.
• Deliver web presentations and communicate clearly with clients.
• Maintain a portfolio of ongoing client engagements rather than one-off calls.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is a client-facing, fully remote role in 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 includes a home office, web presentations, work that matters to families, and training with leaders who stay involved, plus a schedule you can build around real life. You will manage a portfolio you keep serving, not a stack of one-off calls.