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Lever, Inc. is seeking a client-facing professional for a fully remote role in the financial services space. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.
The position emphasizes communication, process adherence, and a focus on benefits conversations rather than pure sales energy. The deal emphasizes a home office setup, web-based presentations, meaningful work for families, and a schedule you can build around real
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.