Client Support Specialist - Work From Home

Lever, Inc.; Nicholasville (KY); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is expanding its client-facing team with a fully remote role in financial services. You will enroll and support clients who asked for guidance, using provided tools and mentorship to succeed.

You will join a growing team, with flexible scheduling and a focus on real-life impact for families, while building long-term relationships with clients.

Qualifications

• Clear and human communication skills.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Be paired with a growing team and receive mentorship.
• Deliver guidance through web presentations and ongoing support.

Skills

Clear communication

Self-motivation

Active listening

Tools

CRM

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"