Client Engagement Representative - Work From Home

Lever, Inc.; Harrisonburg (VA); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team, and using provided tools and mentorship to help families.

The deal includes a schedule you can build around real life, ongoing training, and leaders who stay involved. This role emphasizes clear, human communication and benefits conversations as part of a proven process.

Qualifications

• Clear, human communication style.
• Ability to work without constant supervision.
• Willingness to follow a proven process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage mentorship.
• Maintain client relationships and ensure follow-through on guidance.

Skills

Clear communication

Self-motivation

Open to a proven process

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"