Remote Client Care Specialist - Financial Services

Lever, Inc.; Fort Worth (TX); Remote; USD 60,000 - 90,000; Full time

Job summary

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

Expect a collaborative environment with training and leaders who stay involved, plus a schedule you can build around real life, while serving a portfolio of clients.

Qualifications

• Clear and human communication is essential.
• Self-discipline with no direct supervision.
• Willingness to work with a proven process.
• Interest in benefits conversations, not just 'sales energy'.

Responsibilities

• Enroll clients and provide guidance to support their financial goals.
• Support clients through onboarding and ongoing guidance with a mentored team.
• Engage with clients in a client-facing, remote environment to build trust and retention.

Skills

Clear communication

Self-motivation

Open to process

Benefits conversations

Job description

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

Expect a collaborative environment with training and leaders who stay involved, plus a schedule you can build around real life, while serving a portfolio of clients.