Remote Client Engagement Specialist (Financial Services)

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

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.