Remote Client Advisor: Flexible, Detail-Oriented Support

Lever, Inc.; Saint Petersburg (FL); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional to work fully remote with a focus on financial services. You will be paired with a growing team, receive mentorship, and enroll and support clients who request guidance, using a proven process and flexible scheduling to serve families.

You will operate in a remote setup with web presentations and ongoing training, helping clients understand benefits and solutions while staying aligned with the company’s process and goals.

Qualifications

• Clear and human communication.
• Self-discipline without direct supervision.
• Willingness to follow proven processes.
• Interest in conversations about benefits, not just sales energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Work with mentors and use provided tools and training.
• Deliver client-facing financial services presentations remotely.

Skills

Client communication

Remote work

Financial services

Job description

Lever, Inc. is seeking a client-facing professional to work fully remote with a focus on financial services. You will be paired with a growing team, receive mentorship, and enroll and support clients who request guidance, using a proven process and flexible scheduling to serve families.

You will operate in a remote setup with web presentations and ongoing training, helping clients understand benefits and solutions while staying aligned with the company’s process and goals.