At a Glance
- Tasks: Support clients with financial guidance and build lasting relationships from your home office.
- Company: Remote financial services company focused on client success.
- Benefits: Flexible schedule, ongoing training, and a supportive team environment.
- Other info: Join a growing team with opportunities for personal and professional development.
- Why this job: Make a real difference in families' lives while working remotely.
- Qualifications: Strong communication skills and self-discipline are essential.
The predicted salary is between 47250 - 57750 $ per year.
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”
- #J-18808-Ljbffr
Client Relationship Specialist – Remote in Markham employer: AO Garcia Agency
At Lever, Inc., we pride ourselves on being an exceptional employer that values flexibility and personal growth. Our remote Client Solutions Specialist role allows you to create a work schedule that fits your life while making a significant impact on families through our supportive financial services. With a strong emphasis on mentorship, training, and the opportunity to build lasting client relationships, you'll thrive in a collaborative culture that prioritizes your professional development.
We think you need these skills to ace Client Relationship Specialist – Remote in Markham
Communication Skills
Adaptability
Problem-Solving Skills
Time Management
Flexibility
Organizational Skills
Attention to Detail
