Client Service Advisor - Remote

Lever, Inc.; South Portland (ME); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. in the United States is seeking a remote financial-services professional to engage with warm leads, manage structured days, and coach during ramp-up.

This role emphasizes meaningful client conversations, rapid tool learning, and helping families protect income and future.

No office is required, and you’ll be supported by a training program as you build momentum.

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client