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Lever, Inc. is hiring for a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, using the tools and mentorship provided by a growing team.
You will join a team that values work that matters to families, offers training and leaders who stay involved, and lets you build a schedule around real life while delivering meaningful web presentations from a home office.
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”
Apply today. We outline the role on Zoom so you can decide if it is actually a fit.