Remote Client Care Specialist — Financial Services

Lever, Inc.; Sterling Heights (MI); Remote; USD 45,000 - 90,000; Full time

Benefits offered by this job

Fully remote work

Flexible schedule

Mentorship

Job summary

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

Responsibilities include presenting to clients from a home office, offering a structure that fits real life, and maintaining ongoing client relationships with a portfolio you continue to serve.

Qualifications

• Clear, human communication is essential.
• Discipline without a supervisor in the hallway.
• Willingness to follow a proven sales/engagement process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with mentors and a growing team, using provided tools.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

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

Responsibilities include presenting to clients from a home office, offering a structure that fits real life, and maintaining ongoing client relationships with a portfolio you continue to serve.