Remote Client Care Advocate - Financial Services

Lever, Inc.; Owensboro (KY); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote, client-facing specialist in financial services. You will be paired with a growing team, provided with tools and mentorship, and tasked with enrolling and supporting clients who asked for guidance.

The deal includes a home office setup, web presentations, and work that matters to families, with training and leaders who stay involved. You can build a schedule that fits real life while serving a portfolio of clients.

Qualifications

• Clear and human communication is required.
• Self-discipline in a supervisor-free environment.
• Willingness to follow a proven sales process.
• Interest in discussing benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Present and discuss benefits with clients, not just sales energy.
• Support client engagements remotely and collaboratively with the team.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Lever, Inc. is seeking a remote, client-facing specialist in financial services. You will be paired with a growing team, provided with tools and mentorship, and tasked with enrolling and supporting clients who asked for guidance.

The deal includes a home office setup, web presentations, and work that matters to families, with training and leaders who stay involved. You can build a schedule that fits real life while serving a portfolio of clients.