Client Follow-Up Representative - Remote

Lever, Inc.; Morristown (VT); Teletrabalho; USD 60 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Fully remote

Mentorship

Flexible schedule

Resumo da oferta

Lever, Inc. seeks a client-facing professional in the financial services space for a fully remote role. You will enroll and support clients who request guidance, work with a growing team, and benefit from mentorship and leaders who stay involved.

You can build a schedule around real life while delivering meaningful work to families through web presentations. The position emphasizes clear communication, self-discipline, and openness to a proven process, with a focus on benefits conversations

Qualificações

• Clear, human communication is essential.
• Self-discipline without direct supervision.
• Openness to a proven process and method.
• Interest in discussing benefits, not only selling.

Responsabilidades

• Enroll and support clients who seek guidance.
• Present information to clients via web presentations.
• Engage with clients to understand needs and provide value.
• Participate in a team environment with mentorship and leadership involvement.

Conhecimentos

Clear communication

Self-discipline

Process openness

Benefits conversations

Descrição da oferta de emprego

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"