Remote Family Services Coordinator

AO Garcia Agency; Fort Wayne (IN); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is seeking a client-facing specialist for a fully remote role in financial services. You will be paired with a growing team, receive mentorship, and enroll and support clients who asked for guidance.

This role rewards clear, human communication, self-discipline without constant supervision, openness to a proven process, and a focus on benefits conversations rather than just “sales energy.”

Qualifications

• Clear, human communication with clients.
• Ability to work autonomously without constant supervision.
• Willingness to follow a proven process and guidance.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and receive mentorship.
• Deliver client communications that are clear and client-centered.

Skills

Clear communication

Self-discipline

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"