Remote Insurance Client Success Advisor

AO Garcia Agency; Hot Springs (AR); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will be paired with a growing team, provided tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal includes a home office setup, web presentations, work that matters to families, training and leaders who stay involved, a schedule you can build around real life, and a portfolio you keep serving—not a stack of one-off calls.

Qualifications

• Clear and human communication.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Skills

Clear communication

Self-motivation

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will be paired with a growing team, provided tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal includes a home office setup, web presentations, work that matters to families, training and leaders who stay involved, a schedule you can build around real life, and a portfolio you keep serving—not a stack of one-off calls.