Remote Client Care Advisor - Financial Services

Lever, Inc.; Elizabeth (NJ); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services.

You will be paired with a growing team, provided with tools and mentorship, and responsible for enrolling and supporting clients who asked for guidance. This position emphasizes meaningful work for families, a home-office setup, and a schedule that fits real life, with ongoing training and leadership involvement.

Qualifications

• Clear and human communication.
• Disciplined without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just 'sales energy'.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, with mentorship and tools.
• Deliver web presentations from a home office.
• Contribute to meaningful outcomes for families.

Skills

Communication

Self-discipline

Process adaptability

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services.

You will be paired with a growing team, provided with tools and mentorship, and responsible for enrolling and supporting clients who asked for guidance. This position emphasizes meaningful work for families, a home-office setup, and a schedule that fits real life, with ongoing training and leadership involvement.