Remote Client Care Specialist – Financial Services

Lever, Inc.; Hilo (HI); Remote; USD 35,000 - 55,000; Full time

Job summary

Lever, Inc. is hiring for a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, delivering web presentations and working with a growing team that provides tools and mentorship.

The position emphasizes work that matters to families and a schedule you can build around real life, with a portfolio you continue to serve rather than one-off calls. The deal highlights home office setup, meaningful client impact, involved leadership, and a

Qualifications

• Clear and human communication.
• Ability to work without constant supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Deliver web presentations to clients.
• Collaborate with a growing team and mentors.
• Structure a schedule that fits real life.

Skills

Communication

Discipline

Openness

Benefits conversations

Job description

Lever, Inc. is hiring for a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, delivering web presentations and working with a growing team that provides tools and mentorship.

The position emphasizes work that matters to families and a schedule you can build around real life, with a portfolio you continue to serve rather than one-off calls. The deal highlights home office setup, meaningful client impact, involved leadership, and a