Part-Time Client Onboarding Representative - Remote

Lever, Inc.; Augusta (ME); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote, client-facing role in the financial services space. You will be paired with a growing team, receive mentorship, and enroll and support clients who asked for guidance.

The role offers training from leaders who stay involved and a schedule you can build around real life, while you continue to serve a client portfolio. Expectclear communication with clients, the ability to work autonomously, and openness to a proven process.

Qualifications

• Clear, human communication with clients.
• Ability to work without direct supervision.
• Wamiliar with a proven processes or sales frameworks.
• Interest in discussing benefits with clients, not just hard selling.

Responsibilities

• Enroll and support clients who requested guidance.
• Collaborate with mentors and leaders who stay involved.
• Engage in client-facing conversations in a financial services context.
• Structure a schedule that fits real life while delivering results.

Skills

Clear communication

Independent work

Process orientation

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"