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"
Client Relationship Specialist - Remote in Ottawa 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.
