Remote Client Support Specialist - Financial Services

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

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.