Remote Client Success Advocate Mentorship & Flex
Concord, Cabarrus County, North Carolina, 28027, USA
Listed on 2026-10-12
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Customer Service/HelpDesk
Customer Success Management, Client Relationship Management
Lever, Inc. is looking for a remote financial-services professional who engages with prospects who request information and guides them through simple enrollment flows.
You will map needs to protection options, build a client list, and provide ongoing mentorship in a performance-driven environment. The role emphasizes coaching, responsiveness to feedback, and dedication to helping families, with pre-qualified warm leads and step-by-step onboarding provided.
Step into the Remote Client Success Advocate with Mentorship & Flex Hours role at AO Garcia Agency in Concord, NC, United States and grow with us.
This is a strong position to take on the Remote Client Success Advocate with Mentorship & Flex Hours role at AO Garcia Agency.
As a Remote Client Success Advocate with Mentorship & Flex Hours, you will play an important part at AO Garcia Agency in Concord, NC, United States.
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