Work From Home - Client Services Coordinator

AO Garcia Agency; Horace (ND); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and guide enrolled clients who request guidance.

You will engage in home-office, web-based presentations and build a schedule around real life, while managing a portfolio of clients you continue to serve.

Qualifications

• Clear, human communication
• Ability to work without constant supervision
• Openness to a proven process
• Interest in benefits conversations, not just sales energy

Responsibilities

• Enroll and support clients who request guidance
• Serve client base with a defined process and mentorship
• Engage in client-facing activities in a fully remote setting

Skills

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"