Remote Client Advocate - Financial Services

Lever, Inc.; Laurel (DE); Remote; USD 48,000 - 64,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will work with a growing team, receive mentorship, and enroll and support clients who asked for guidance.

This position emphasizes clear communication, self-discipline, and openness to a proven process, with a schedule you can build around real life and meaningful work that helps families.

Qualifications

• Clear and human communication is required.
• Self-discipline without a supervisor.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Partner with a growing team and use provided tools and mentorship.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will work with a growing team, receive mentorship, and enroll and support clients who asked for guidance.

This position emphasizes clear communication, self-discipline, and openness to a proven process, with a schedule you can build around real life and meaningful work that helps families.