Remote Client Advisor – Flexible Schedule & Impact

Lever, Inc.; Williston (ND); Remote; USD 60,000 - 90,000; Full time

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, delivering clear, human communication and a structured process.

You will join a growing team, benefit from mentorship, and participate in web-based presentations and training sessions. The position offers schedule flexibility and meaningful, real-life impact for families.

Qualifications

• Clear, human communication is essential.
• Ability to work independently without constant supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Partner with a growing team and mentors to deliver value.
• Conduct and participate in web presentations and trainings.
• Help clients understand benefits and outcomes.

Skills

Clear communication

Independent work

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, delivering clear, human communication and a structured process.

You will join a growing team, benefit from mentorship, and participate in web-based presentations and training sessions. The position offers schedule flexibility and meaningful, real-life impact for families.