Remote Client Engagement Specialist - Financial Services

Lever, Inc.; Harrisonburg (VA); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team, and using provided tools and mentorship to help families.

The deal includes a schedule you can build around real life, ongoing training, and leaders who stay involved. This role emphasizes clear, human communication and benefits conversations as part of a proven process.

Qualifications

• Clear, human communication style.
• Ability to work without constant supervision.
• Willingness to follow a proven process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage mentorship.
• Maintain client relationships and ensure follow-through on guidance.

Skills

Clear communication

Self-motivation

Open to a proven process

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team, and using provided tools and mentorship to help families.

The deal includes a schedule you can build around real life, ongoing training, and leaders who stay involved. This role emphasizes clear, human communication and benefits conversations as part of a proven process.