Financial Services Associate - Work From Home

Lever, Inc.; Keene (NH); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office

Web presentations

Meaningful work

Ongoing training

Flexible schedule

Client portfolio continuity

Job summary

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

The deal includes a home office setup, Web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life.

Qualifications

• Client-facing, fully remote role in financial services.
• Able to enroll and support clients who asked for guidance.
• Demonstrates clear, human communication and discipline.
• Open to a proven process and benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage in client-facing activities with mentorship and tools provided.
• Deliver presentations and support families in planning.
• Work with leaders who stay involved to ensure client success.

Skills

Clear communication

Self-discipline

Process-minded

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"