Remote Client Care Advocate

Lever, Inc.; Orlando (FL); Remote; USD 50,000 - 90,000; 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, delivering clear, human communication and reliable help.

You will join a growing team, be provided with tools and mentorship, and enjoy a home-office setup with a schedule that you can build around real life, while serving families with meaningful financial guidance.

Qualifications

• Communication that is clear and human
• Discipline 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 in a client-facing role.
• Provide guidance and support to clients in a fully remote financial services environment.

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, delivering clear, human communication and reliable help.

You will join a growing team, be provided with tools and mentorship, and enjoy a home-office setup with a schedule that you can build around real life, while serving families with meaningful financial guidance.