Remote Client Success & Intake Specialist

AO Garcia Agency; Helena (MT); Remote; USD 50,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a remote, client-focused professional in the financial services sector. You will be paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

You will work remotely with a schedule you can build around real life, delivering clear, human guidance to families and engaging in benefits conversations as part of a proven process.

Qualifications

• Clear, human communication is essential.
• Ability to work independently without a supervisor in the hallway.
• Willingness to engage in a proven process and benefits conversations.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver client-focused communications and guidance via web presentations.
• Maintain a schedule that fits real life while delivering consistent service.

Skills

Clear communication

Self-discipline

Job description

Lever, Inc. is seeking a remote, client-focused professional in the financial services sector. You will be paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

You will work remotely with a schedule you can build around real life, delivering clear, human guidance to families and engaging in benefits conversations as part of a proven process.