Remote Financial Guidance & Client Success Specialist

AO Garcia Agency; Norwalk (CT); Remote; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a results-driven, client-facing professional for a fully remote role in the financial services space. You will enroll and support clients who request guidance, with tools and mentorship provided to help you succeed.

The position emphasizes meaningful work that matters to families and ongoing training. You will operate in a schedule that accommodates real-life commitments while keeping a portfolio of clients you serve over time, not just one-off calls.

Qualifications

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

Responsibilities

• Enroll and support clients who request guidance.
• Provide remote, client-facing support and information.
• Collaborate with the team and mentors to deliver consistent service.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversation

Job description

Lever, Inc. is seeking a results-driven, client-facing professional for a fully remote role in the financial services space. You will enroll and support clients who request guidance, with tools and mentorship provided to help you succeed.

The position emphasizes meaningful work that matters to families and ongoing training. You will operate in a schedule that accommodates real-life commitments while keeping a portfolio of clients you serve over time, not just one-off calls.