Client Service Advisor - Remote

Lever, Inc.; Kapolei (HI); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is hiring for a fully remote client-facing role in financial services. You will enroll and support clients who asked for guidance, leveraging a growing team and access to tools and mentorship.

The role offers a schedule you can build around real life, ongoing training, and leaders who stay involved as you help families navigate benefits conversations.

Qualifications

• Clear and human communication is required.
• Self-discipline without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just 'sales energy'.

Responsibilities

• Enroll and support clients who asked for guidance.
• Partner with a growing team and mentors to provide guidance.
• Participate in web presentations and client-facing activities.

Skills

Communication

Self-discipline

Openness to 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"