Remote Client Success Advisor (Financial Services)

AO Garcia Agency; Irving (TX); 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 be paired with a growing team, provided tools and mentorship, and expected to enroll and support clients who asked for guidance.

The role emphasizes meaningful work for families, a flexible schedule, and ongoing client relationships. Join a program with training and leaders who stay involved, focusing on benefits conversations and a structured process rather than isolated calls.

Qualifications

• Clear, human communication is essential.
• Work independently with discipline and accountability.
• Willingness to follow a proven sales/benefits process.
• Interest in guiding clients through benefits conversations, not just sales pitches.

Responsibilities

• Enroll and support clients who request guidance.
• Engage in client-facing discussions to explain benefits and services.
• Operate within a mentorship-friendly team environment.
• Contribute to a portfolio of ongoing client relationships rather than 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 be paired with a growing team, provided tools and mentorship, and expected to enroll and support clients who asked for guidance.

The role emphasizes meaningful work for families, a flexible schedule, and ongoing client relationships. Join a program with training and leaders who stay involved, focusing on benefits conversations and a structured process rather than isolated calls.