Remote Client Advisor: Flexible Schedule & Guidance

Lever, Inc.; Olive Branch (MS); Remote; USD 60,000 - 75,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Mentorship and training

Impactful work for families

Job summary

Lever, Inc. offers a client-facing, fully remote role in financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal emphasizes a home office, web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life. You’ll manage a client portfolio rather than one-off calls.

Qualifications

• Clear and human communication style.
• Ability to work independently without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Engage in client-facing activities in a fully remote setup.
• Collaborate with a growing team and mentors to deliver value.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. offers a client-facing, fully remote role in financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal emphasizes a home office, web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life. You’ll manage a client portfolio rather than one-off calls.