Remote Financial Services Client Success & Growth Specialist

AO Garcia Agency; Wahpeton (ND); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Home office

Web presentations

Flexible schedule

Mentorship and training

Job summary

Lever, Inc. is hiring for a client-facing, fully remote role in financial services. You will enroll and support clients who request guidance, paired with a growing team and mentorship. Web presentations and a portfolio you keep serving are part of the role, with a schedule you can build around real life.

Training and leaders stay involved, and the work matters to families, offering meaningful impact beyond one-off calls.

Qualifications

• Communication that is clear and human.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits discussions, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Partner with a growing team and receive mentorship.
• Present via web sessions and virtual shows.
• Schedule work in a way that fits real life.

Skills

Clear communication

Independent work

People skills

Benefits conversations

Job description

Lever, Inc. is hiring for a client-facing, fully remote role in financial services. You will enroll and support clients who request guidance, paired with a growing team and mentorship. Web presentations and a portfolio you keep serving are part of the role, with a schedule you can build around real life.

Training and leaders stay involved, and the work matters to families, offering meaningful impact beyond one-off calls.