Remote Client Advisory Lead - Financial Services

Lever, Inc.; Owensboro (KY); Remote; USD 55,000 - 85,000; 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 asked for guidance, with access to tools and mentorship while building meaningful, long-term relationships.

You’ll work in a structure that emphasizes real-life scheduling, portfolio continuity, and ongoing client support rather than one-off calls. Training and leadership involvement are highlighted in the role.

Qualifications

• Clear and human communication.
• Self-discipline without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

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 asked for guidance, with access to tools and mentorship while building meaningful, long-term relationships.

You’ll work in a structure that emphasizes real-life scheduling, portfolio continuity, and ongoing client support rather than one-off calls. Training and leadership involvement are highlighted in the role.