Remote Client Support Specialist (Financial Services)

AO Garcia Agency; Lehi (UT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with access to tools and mentorship to help you deliver meaningful guidance.

You will engage in home-office web presentations, focus on family-relevant outcomes, and benefit from leaders who stay involved. The schedule is designed to fit real-life needs while delivering impact.

Qualifications

• Clear, human communication required.
• Self-discipline with minimal supervision.
• Willingness to follow an established process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage mentorship and tools.
• Deliver client-focused, value-driven sessions via home-office/web presentations.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with access to tools and mentorship to help you deliver meaningful guidance.

You will engage in home-office web presentations, focus on family-relevant outcomes, and benefit from leaders who stay involved. The schedule is designed to fit real-life needs while delivering impact.