Remote Client Advisor - Flexible Schedule & Impact

Lever, Inc.; Thornton (CO); Remote; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. seeks a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, while collaborating with a growing team and receiving mentorship.

You will work from a home office, present via web sessions, and structure your schedule around real-life commitments. The position emphasizes client guidance and benefits conversations within a proven process.

Qualifications

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

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide remote client support in financial services.
• Deliver web presentations from home office.
• Help clients build a schedule that fits real life.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. seeks a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, while collaborating with a growing team and receiving mentorship.

You will work from a home office, present via web sessions, and structure your schedule around real-life commitments. The position emphasizes client guidance and benefits conversations within a proven process.