Remote Client Advisor: Flexible Financial Guidance

Lever, Inc.; Barre (VT); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Home office setup

Flexible schedule

Mentorship and training

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional in financial services dedicated to enrolling and supporting clients who seek guidance.

You will be paired with a growing team, provided with tools and mentorship, and expected to engage clients through remote presentations and ongoing support. This role emphasizes clear, human communication, disciplined execution without constant supervision, and a willingness to follow proven processes while focusing on benefits conversations

Qualifications

• Clear, human communication skills.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits discussions beyond generic sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Collaborate with a growing team and use provided tools and mentorship.
• Deliver remote presentations and client-facing support.
• Build a schedule that fits real-life needs.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Tools

Mentorship tools

Job description

Lever, Inc. is seeking a client-facing, fully remote professional in financial services dedicated to enrolling and supporting clients who seek guidance.

You will be paired with a growing team, provided with tools and mentorship, and expected to engage clients through remote presentations and ongoing support. This role emphasizes clear, human communication, disciplined execution without constant supervision, and a willingness to follow proven processes while focusing on benefits conversations