Remote Client Success & Retention Specialist

AO Garcia Agency; Federal Way (WA); À distance; USD 60 000 - 85 000; Plein temps

Résumé du poste

Lever, Inc. is hiring for a client-facing role in the financial services space.

This fully remote position pairs you with a growing team, providing tools, mentorship, and a clear process to enroll and support clients who seek guidance. You will present solutions via web presentations, help families understand benefits, and build a schedule that fits real life while delivering meaningful work that matters to clients.

Qualifications

• Clear and human communication skills.
• Self-motivated with discipline and initiative.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsabilités

• Enroll and support clients who asked for guidance.
• Deliver client-facing presentations remotely.
• Collaborate with a growing team and mentors.
• Build a schedule that works with real life.

Connaissances

Clear communication

Self-motivation

Disciplined work ethic

Process adherence

Benefits conversations

Description du poste

Lever, Inc. is hiring for a client-facing role in the financial services space.

This fully remote position pairs you with a growing team, providing tools, mentorship, and a clear process to enroll and support clients who seek guidance. You will present solutions via web presentations, help families understand benefits, and build a schedule that fits real life while delivering meaningful work that matters to clients.