Remote Client Account Specialist

Lever, Inc.; Hyattsville (MD); 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 enroll and support clients who asked for guidance, partnering with a growing team to deliver clear, human communication. You will join a team that provides tools and mentorship, with a focus on benefits conversations rather than hard selling, enabling you to build lasting relationships and meaningful outcomes for families.

Qualifications

• Clear and human communication skills are required.
• Discipline without direct supervision is expected.
• Open to following a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and receive mentorship.
• Engage in remote, client-facing financial services activities.

Skills

Clear communication

Self-discipline

Process adaptation

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"