Remote Client Success Advisor - Financial Services

AO Globe Life; Reading (Berks County); Remote; USD 50,000 - 65,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, delivering clear, human communication and a process-driven experience.

You will work with a growing team, receive mentorship, and enjoy a schedule you can build around real life while focusing on benefits conversations and meaningful outcomes for families.

Qualifications

• Clear, human communication is essential.
• Discipline without a supervisor is required.
• Openness to a proven process is needed.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Deliver a clear, helpful client experience.
• Maintain a process-driven approach to customer conversations.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Client-facing, fully remote, 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

1. Home office. Web presentations.

2. Work that matters to families.

3. Training and leaders who stay involved.

4. A schedule you can build around real life.

5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• 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”

Apply today. We outline the role on Zoom so you can decide if it is actually a fit.