Remote Client Follow-Up Specialist

Lever, Inc.; Morristown (VT); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Fully remote

Mentorship

Flexible schedule

Job summary

Lever, Inc. seeks a client-facing professional in the financial services space for a fully remote role. You will enroll and support clients who request guidance, work with a growing team, and benefit from mentorship and leaders who stay involved.

You can build a schedule around real life while delivering meaningful work to families through web presentations. The position emphasizes clear communication, self-discipline, and openness to a proven process, with a focus on benefits conversations

Qualifications

• Clear, human communication is essential.
• Self-discipline without direct supervision.
• Openness to a proven process and method.
• Interest in discussing benefits, not only selling.

Responsibilities

• Enroll and support clients who seek guidance.
• Present information to clients via web presentations.
• Engage with clients to understand needs and provide value.
• Participate in a team environment with mentorship and leadership involvement.

Skills

Clear communication

Self-discipline

Process openness

Benefits conversations

Job description

Lever, Inc. seeks a client-facing professional in the financial services space for a fully remote role. You will enroll and support clients who request guidance, work with a growing team, and benefit from mentorship and leaders who stay involved.

You can build a schedule around real life while delivering meaningful work to families through web presentations. The position emphasizes clear communication, self-discipline, and openness to a proven process, with a focus on benefits conversations