Remote Client Advisor: Flexible Schedule & Guidance

Lever, Inc.; Rochester (NH); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Mentorship program

Training opportunities

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, benefiting from mentorship and tools while building relationships with families.

You will operate with a schedule you can adjust around real life, delivering meaningful work that matters to clients while maintaining clear, human communication and a proven process.

Qualifications

• Clear, human communication with clients.
• Ability to work independently without direct supervision.
• Open to following a proven client engagement process.
• Interest in discussing benefits with clients, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide client-facing support entirely remotely.
• Communicate clearly and empathetically with families.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, benefiting from mentorship and tools while building relationships with families.

You will operate with a schedule you can adjust around real life, delivering meaningful work that matters to clients while maintaining clear, human communication and a proven process.