Remote Client Advisor, Detail-Oriented Guidance

Lever, Inc.; Appleton (WI); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Fully remote

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who ask for guidance, paired with a growing team and mentorship to build confidence.

This role offers a home office, web presentations, and a schedule you can tailor around real life. You will work with a portfolio of clients you continue serving, not a stack of one-off calls.

Qualifications

• Clear, human communication in client interactions.
• Ability to work independently with minimal supervision.
• Willingness to follow a proven process and framework.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Collaborate with a growing team and mentors to deliver service.
• Deliver and participate in web presentations for clients.

Skills

Clear communication

Independent work

Process-oriented

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who ask for guidance, paired with a growing team and mentorship to build confidence.

This role offers a home office, web presentations, and a schedule you can tailor around real life. You will work with a portfolio of clients you continue serving, not a stack of one-off calls.