About the Job

Everything you need to know before applying for this role.

Remote Client Success Advisor (Financial Services)

AO Garcia Agency

Irving, Texas, us

13 October 2026

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.J-18808-Ljbffr