Remote Client Success Specialist - Flexible Schedule

AO Garcia Agency; Madison (MS); Remote; USD 50,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will join a growing team, receive tools and mentorship, and help enroll and support clients who asked for guidance.

The deal includes a home office setup, web presentations, work that matters to families, training with involved leaders, and a schedule you can build around real life. You will manage a portfolio of clients and avoid one-off calls.

Qualifications

• Clear and human communication
• Self-motivated with discipline
• Open to a proven process
• Interest in benefits conversations, not just sales energy

Skills

Client facing

Remote work

Financial services

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will join a growing team, receive tools and mentorship, and help enroll and support clients who asked for guidance.

The deal includes a home office setup, web presentations, work that matters to families, training with involved leaders, and a schedule you can build around real life. You will manage a portfolio of clients and avoid one-off calls.