Remote Client Advisor: Flexible Schedule, Impactful Financial Guidance

Lever, Inc.; Carson City (NV); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in the United States. You will enroll and support clients who seek guidance, with tools for web presentations and a schedule you can build around real life.

You will be paired with a growing team and have access to mentorship and leaders who stay involved to help you grow. The position emphasizes benefits conversations, not just sales energy, and focuses on helping families understand and select suitable options within a

Qualifications

• Clear and human communication is required.
• Discipline without direct supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver information and guidance through web presentations.
• Collaborate with a growing team and benefit from mentorship.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in the United States. You will enroll and support clients who seek guidance, with tools for web presentations and a schedule you can build around real life.

You will be paired with a growing team and have access to mentorship and leaders who stay involved to help you grow. The position emphasizes benefits conversations, not just sales energy, and focuses on helping families understand and select suitable options within a