Remote Client Success Leader – Financial Services

AO Garcia Agency; Salem (OR); Remote; USD 60,000 - 90,000; 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 and provide web presentations as part of your day-to-day work.

You will join a growing team with tools and mentorship, and you will build a schedule that fits real life while delivering meaningful engagements to families seeking benefits information.

Qualifications

• Clear and human communication
• Self-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
• Deliver web presentations and articulate benefits clearly

Skills

Client-facing

Clear communication

Self-motivation

Active listening

Adaptability

Job description

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 and provide web presentations as part of your day-to-day work.

You will join a growing team with tools and mentorship, and you will build a schedule that fits real life while delivering meaningful engagements to families seeking benefits information.