Part-Time Client Relations Representative - Remote

Lever, Inc.; Williston (ND); Remote; USD 50,000 - 80,000; Full time

Job summary

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

You will communicate clearly, work independently with discipline, and participate in a proven process focused on benefits conversations rather than hard selling. The role emphasizes flexible scheduling that accommodates real life.

Qualifications

• Clear, human communication is essential.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, with mentorship and tools provided.
• Provide client-facing engagement remotely within financial services.

Skills

Clear communication

Self-motivation

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"