Remote Client Engagement Specialist

Lever, Inc.; Havre (MT); Remote; USD 48,000 - 72,000; 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 request guidance, pairing with a growing team that provides tools and mentorship to help you succeed.

In this position, you will engage in benefits conversations and maintain a client-first approach, while operating with discipline and follow a proven process to deliver consistent value to families.

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.
• Work with a growing team, using provided tools and mentorship to deliver value to clients.

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• 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"