Remote Client Care Pro — Financial Services

Lever, Inc.; San Francisco (CA); Remote; USD 70,000 - 110,000; Full time

Job summary

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

You’ll work from a home office, deliver web presentations, and build a schedule that fits real life while handling benefits conversations, not just sales energy.

Qualifications

• Clear, human communication style.
• Discipline to work without direct supervision.
• Willingness to follow proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Host web presentations from a home office and communicate with the team.
• Work with a growing team, receive tools and mentorship.

Skills

Clear communication

Self-directed work style

Process adherence

Benefits conversations

Job description

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

You’ll work from a home office, deliver web presentations, and build a schedule that fits real life while handling benefits conversations, not just sales energy.