Client Services Team Leader - Work From Home

Lever, Inc.; Lafayette (LA); Remote; USD 60,000 - 85,000; Full time

Job summary

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

The role emphasizes work that matters to families, a schedule you can build around real life, and a portfolio you keep serving rather than a stack of one-off calls. Training and leaders stay involved.

Qualifications

• Clear, human communication style in client interactions.
• Ability to work independently with minimal supervision.
• Willingness to follow a proven process and guidance.
• Interest in discussing benefits and value with clients.

Responsibilities

• Enroll and support clients who seek guidance.
• Collaborate with a growing team and receive mentorship.
• Deliver client-focused guidance in a fully remote setting.
• Manage ongoing client relationships and reinforce value.

Skills

Clear communication

Self-discipline

Process openness

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"