At-Home Family Services Representative

Lever, Inc.; Aurora (IL); Remote; USD 60,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional to support clients in financial services. You will enroll clients, deliver web presentations, and guide benefits conversations with real-world impact.

You will join a growing team with tools and mentorship, focusing on meaningful work that helps families. The role offers a schedule you can build around real life and opportunities to maintain a portfolio of clients beyond one-off calls, with training and leadership involvement

Qualifications

• Strong, human-centered communication required.
• Ability to work without direct supervision and stay disciplined.
• Willingness to follow a proven process and procedures.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients in financial services programs.
• Deliver and host web presentations for prospects and clients.
• Participate in training and mentorship activities with the team.
• Manage an ongoing client portfolio with ongoing engagement.

Skills

Clear communication

Self-motivation

Process orientation

Benefits conversations

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"