Remote Client Advisor: Flexible Hours, Impactful Guidance

Lever, Inc.; Greenville (SC); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Mentorship

Meaningful work

Job summary

Lever, Inc. is seeking a client-facing, fully remote role within financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

You’ll build relationships, present solutions via web sessions from a home office, and contribute to meaningful work that matters to families, with a schedule you can adapt to real life.

Qualifications

• Clear and human communication required.
• Self-discipline without a supervisor.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Deliver web presentations from a home office.
• Collaborate with a growing team and mentors.
• Build a portfolio of ongoing client work.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote role within financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

You’ll build relationships, present solutions via web sessions from a home office, and contribute to meaningful work that matters to families, with a schedule you can adapt to real life.