Remote Client Success Advisor

AO Garcia Agency; Montgomery (AL); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship to succeed.

You’ll deliver web presentations from a home office and build lasting relationships with families by focusing on helpful benefits conversations rather than hard sales, while a schedule that fits real life is encouraged.

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

• Enroll and support clients who asked for guidance.
• Work with a growing team and receive mentorship.
• Provide home-office availability and web presentations.
• Serve a portfolio of clients with ongoing engagement, not one-off calls.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship to succeed.

You’ll deliver web presentations from a home office and build lasting relationships with families by focusing on helpful benefits conversations rather than hard sales, while a schedule that fits real life is encouraged.