Remote Client Care Specialist – Financial Services

Lever, Inc.; Norfolk (VA); Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

Home office

Web presentations

Meaningful work

Training & leadership

Life-friendly schedule

Ongoing portfolio work

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role focused on guiding and supporting clients who request guidance. You will join a growing team, receive tools and mentorship, and contribute to meaningful outcomes for families.

The role emphasizes home-office flexibility, a schedule that fits real life, and ongoing portfolio work with a hands-on leadership team committed to your development.

Qualifications

• Clear and human communication skills required.
• Ability to work with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Engage with clients to understand needs and provide value.

Skills

Clear communication

Self-discipline

Process adoption

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role focused on guiding and supporting clients who request guidance. You will join a growing team, receive tools and mentorship, and contribute to meaningful outcomes for families.

The role emphasizes home-office flexibility, a schedule that fits real life, and ongoing portfolio work with a hands-on leadership team committed to your development.