Client Onboarding Coordinator - Remote

Lever, Inc.; Warner Robins (GA); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with mentorship and provided tools.

You’ll present to clients via web sessions, work from a home office, and enjoy a schedule that fits real life while making a meaningful impact for families through benefits conversations.

Qualifications

• Clear and human communication required.
• Discipline without a supervisor in the hallway.
• Willingness to follow a proven process.
• Interest in benefits discussions, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and receive mentorship.
• Deliver client sessions via web presentations.
• Maintain a schedule that fits real life while delivering value.

Skills

Clear communication

Self-discipline

Openness 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"