Remote Client Care Specialist - Guidance You Can Trust

Lever, Inc.; Gresham (OR); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Home office

Web presentations

Flexible schedule

Mentorship

Client portfolio

Job summary

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

The deal includes a home office setup, web presentations, a schedule you can build around real life, ongoing training from involved leaders, and a portfolio you continue to serve rather than a stack of one-off calls.

Responsibilities

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just
• sales energy

Job description

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

The deal includes a home office setup, web presentations, a schedule you can build around real life, ongoing training from involved leaders, and a portfolio you continue to serve rather than a stack of one-off calls.