Remote Client Care Specialist (Financial Services)

Lever, Inc.; Macon (GA); Remote; USD 50,000 - 70,000; Full time

Job summary

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

The deal emphasizes a home office, web presentations, meaningful work for families, involved leaders, and a flexible schedule to fit real life. You will manage a portfolio of clients and build lasting relationships.

Qualifications

• Clear communication expected with clients in a remote setting.
• Self-discipline without constant supervision.
• Willingness to follow a proven sales/engagement process.
• Interest in discussing benefits with clients, beyond generic sales talk.

Responsibilities

• Enroll and support clients who ask for guidance.
• Engage with clients remotely using provided tools and mentorship.
• Represent financial services with a customer-centric approach.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

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

The deal emphasizes a home office, web presentations, meaningful work for families, involved leaders, and a flexible schedule to fit real life. You will manage a portfolio of clients and build lasting relationships.