Remote Client Account Representative

Lever, Inc.; Laurel (MT); Remote; USD 42,000 - 54,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance.

The deal includes a home office with web presentations, work that matters to families, training from leaders who stay involved, and a schedule you can build around real life.

Requirements include clear, human communication, self-discipline without supervision, openness to a proven process, and interest in benefits conversations rather than sales energy.

Qualifications

• Clear, human communication.
• Self-discipline with minimal supervision.
• Willingness to follow a proven sales process.
• Interest in discussing benefits, not just energy.

Skills

Clear communication

Self-discipline

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"