Remote Client Success & Guidance Specialist

AO Globe Life; Midwest City (OK); Remote; USD 55,000 - 75,000; 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 seek guidance, building trust from a home office and delivering clear, human communication.

You’ll work with a growing team, receive mentorship, and benefit from training, a schedule that adapts to real life, and a portfolio you continue serving rather than a series of one-off calls.

Qualifications

• Clear and human communication is essential.
• Self-discipline without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and mentors.
• Deliver web presentations from a home office.
• Manage a portfolio of clients, not one-off calls.

Skills

Clear communication

Self-discipline

Process adherence

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.