Remote Client Advocacy Lead – Guidance & Growth

Lever, Inc.; Thornton (CO); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing specialist for a fully remote role in financial services. You will enroll and support clients who seek guidance, pairing with a growing team and receiving tools and mentorship.

You will build relationships, deliver benefits conversations, and follow a proven process in a schedule that fits real life while making meaningful work that matters for families.

Qualifications

• Clear and human communication.
• Ability to work with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not only sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and receive mentorship.
• Deliver guidance using established tools and processes.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing specialist for a fully remote role in financial services. You will enroll and support clients who seek guidance, pairing with a growing team and receiving tools and mentorship.

You will build relationships, deliver benefits conversations, and follow a proven process in a schedule that fits real life while making meaningful work that matters for families.