Remote Client Support Representative

AO Garcia Agency; Joplin (MO); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Mentorship program

Remote work

Job summary

Lever, Inc. is seeking a client-facing professional to join a growing team in a fully remote role within financial services. You will enroll and support clients who request guidance, backed by training and leaders who stay involved. The deal emphasizes home-office work, engaging web presentations, and real-life schedules that you can build around.

You’ll join a portfolio you continue serving, with a structured, proven process and a focus on benefits conversations beyond traditional sales energy.

Qualifications

• Clear, human-focused communication.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Skills

Clear communication

Self-motivation

Process adherence

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"