Remote Client Care Specialist – Financial Services

Lever, Inc.; Dover (NH); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Remote work

Mentorship

Flexible schedule

Home office setup

Job summary

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

The deal includes a home office setup, web presentations, work that matters to families, ongoing training from engaged leaders, and a schedule you can build around real life. You will manage a portfolio of clients you keep serving, not a stack of one-off calls.

Qualifications

• Clear, human communication is required.
• Self-discipline with minimal supervision.
• Willingness to follow 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 and mentorship to deliver guidance.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

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

The deal includes a home office setup, web presentations, work that matters to families, ongoing training from engaged leaders, and a schedule you can build around real life. You will manage a portfolio of clients you keep serving, not a stack of one-off calls.