Remote Client Engagement Specialist (Financial Services)

Lever, Inc.; San Diego (CA); Remote; USD 65,000 - 85,000; Full time

Benefits offered by this job

Home office setup

Web presentations

Mentorship from leaders

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with mentorship and the right tools at hand.

The deal emphasizes a schedule you can build around real life, home office comfort, and web presentations. You’ll contribute by guiding clients through benefits conversations, staying connected to leadership, and making a meaningful impact for families.

Qualifications

• Must communicate clearly and human.
• Self-motivation with no supervisor in the hallway.
• Open to a proven, repeatable process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Collaborate with a growing team and leadership with mentorship and tools.

Skills

Client-facing

Remote work

Clear communication

Process adherence

Job description

Lever, Inc. is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with mentorship and the right tools at hand.

The deal emphasizes a schedule you can build around real life, home office comfort, and web presentations. You’ll contribute by guiding clients through benefits conversations, staying connected to leadership, and making a meaningful impact for families.