Remote Client Concierge for Financial Guidance & Support

Lever, Inc.; South Portland (ME); Remote; USD 45,000 - 75,000; Full time

Job summary

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

The position emphasizes a schedule you can build around real life, training, and leaders who stay involved, plus a portfolio you keep serving rather than a stack of one-off calls.

Qualifications

• 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".

Responsibilities

• Enroll and support clients who asked for guidance.
• Be paired with a growing team with mentorship and tools.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversations

Job description

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

The position emphasizes a schedule you can build around real life, training, and leaders who stay involved, plus a portfolio you keep serving rather than a stack of one-off calls.