Remote Client Success Representative

AO Garcia Agency; Glendale (AZ); Remote; USD 52,000 - 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 request guidance while working within a mentorship-driven environment.

You will build relationships remotely, participate in ongoing training, and manage a portfolio of clients, offering solutions and guidance that align with company processes and client needs.

Qualifications

• Clear, human communication is required.
• Discipline and self-motivation without constant supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Engage with clients in a fully remote setting.
• Participate in a mentorship-driven training environment.
• Maintain and grow a client portfolio over time.

Skills

Clear communication

Independent work

Follow a proven process

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"