Remote Client Advisor: Flexible Schedule, Detail-Oriented
Lever, Inc.
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Job summary
Lever, Inc. is seeking a client-facing professional to join a fully remote financial services team.
You will enroll and support clients who asked for guidance, pairing with a growing team, with tools and mentorship, and you are expected to build relationships as you guide clients through benefits discussions. You’ll work in an environment where training and leaders stay involved, you’ll have a schedule you can build around real life, and you’ll manage a portfolio you keep serving—not just a
Job description
Lever, Inc. is seeking a client-facing professional to join a fully remote financial services team.
You will enroll and support clients who asked for guidance, pairing with a growing team, with tools and mentorship, and you are expected to build relationships as you guide clients through benefits discussions. You’ll work in an environment where training and leaders stay involved, you’ll have a schedule you can build around real life, and you’ll manage a portfolio you keep serving—not just a
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