Home-Based Client Services Representative

Lever, Inc.; Gresham (OR); Remote; USD 45,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote member to support and enroll clients within the financial services space. You will be paired with a growing team, provided tools and mentorship, and expected to engage clients through guided conversations and web presentations.

The role emphasizes training, leadership involvement, and a schedule that accommodates real-life commitments while delivering meaningful outcomes for families and clients.

Qualifications

• Clear, human communication is essential.
• 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 client-facing and work with a growing team.
• Participate in training and leadership development.
• Provide web presentations and fit a schedule that works with real life.

Skills

Clear communication

Self-discipline

Process-oriented

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"