100% Remote Client Relations Advisor

Lever, Inc.; Meriden (CT); Remote; USD 65,000 - 95,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You’ll enroll and support clients who asked for guidance, with mentorship and tools provided to help you succeed. The position emphasizes a schedule that fits real life and meaningful work that matters to families.

You’ll join a growing team, benefit from training and leadership involvement, and operate within a proven process focused on benefits conversations, not just pushy sales energy.

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"