Remote Client-Facing Financial Support — Flexible Schedule

Lever, Inc.; Lawrenceville (GA); Remote; USD 65,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

You will work with colleagues across the organization to deliver value to families, balancing a flexible schedule with real-life commitments as part of a client-centric, outcome-driven environment.

Qualifications

• Clear and human communication required.
• Ability to work independently without direct supervision.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and receive mentorship.
• Provide client-focused guidance for financial services remotely.

Skills

Clear communication

Self-motivated

Process-oriented

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

You will work with colleagues across the organization to deliver value to families, balancing a flexible schedule with real-life commitments as part of a client-centric, outcome-driven environment.