Work From Home - Part-Time Client Services Representative

AO Garcia Agency; Irving (TX); Remote; USD 55,000 - 75,000; 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 role emphasizes meaningful work for families, a flexible schedule, and ongoing client relationships. Join a program with training and leaders who stay involved, focusing on benefits conversations and a structured process rather than isolated calls.

Qualifications

• Clear, human communication is essential.
• Work independently with discipline and accountability.
• Willingness to follow a proven sales/benefits process.
• Interest in guiding clients through benefits conversations, not just sales pitches.

Responsibilities

• Enroll and support clients who request guidance.
• Engage in client-facing discussions to explain benefits and services.
• Operate within a mentorship-friendly team environment.
• Contribute to a portfolio of ongoing client relationships rather than one-off calls.

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"