Remote Client Success Trainee – Finance

AO Garcia Agency; Norfolk (VA); Remote; USD 65,000 - 95,000; Full time

Job summary

Lever, Inc. in the United States is seeking a client-facing professional for a fully remote role in financial services.

You will enroll and support clients who asked for guidance, pairing with a growing team, with tools and mentorship to succeed. You will enjoy a flexible schedule, meaningful work for families, and ongoing training from involved leaders as you build a portfolio you continue to serve rather than a one-off call stack.

Qualifications

• Clear and human communication required.
• Discipline and self-management without constant supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who ask for guidance.
• Work with a growing team with mentorship and tools.
• Provide client-facing guidance in a financial services context.

Skills

Clear communication

Self-motivated

Process-oriented

Benefits conversations

Job description

Lever, Inc. in the United States is seeking a client-facing professional for a fully remote role in financial services.

You will enroll and support clients who asked for guidance, pairing with a growing team, with tools and mentorship to succeed. You will enjoy a flexible schedule, meaningful work for families, and ongoing training from involved leaders as you build a portfolio you continue to serve rather than a one-off call stack.