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Lever, Inc. is seeking a client-focused professional to guide families through financial options. This fully remote role pairs you with a growing team, provides mentorship, and empowers you to enroll and support clients who seek guidance.
You will enjoy a flexible schedule built around real life, and you will manage benefits conversations to help clients understand options and value. Training and ongoing support from leaders ensure you stay involved and successful as you build long-term
Client-facing, fully remote, financial services.
You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.