Remote Client Guidance Specialist (Financial Services)

Lever, Inc.; Pocatello (ID); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is hiring for a fully remote role in financial services. You will enroll and support clients who have asked for guidance, paired with a growing team and mentorship. Expect to present via home-office setups and build a schedule around real life while managing an ongoing client portfolio.

The position emphasizes clear, human communication and a proven process for benefits conversations rather than purely sales energy. This is a client-facing role with work that matters to families.

Qualifications

• Clear and human communication is essential.
• Self-discipline with minimal supervision.
• Openness to a proven sales-oriented process.
• Interest in benefits conversations, not only sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and benefit from mentorship.
• Conduct web presentations from a home office.
• Build a schedule that fits real life while delivering value.
• Manage a portfolio of clients you continue to serve.

Skills

Clear communication

Human touch

Self-motivation

Discipline

Job description

Lever, Inc. is hiring for a fully remote role in financial services. You will enroll and support clients who have asked for guidance, paired with a growing team and mentorship. Expect to present via home-office setups and build a schedule around real life while managing an ongoing client portfolio.

The position emphasizes clear, human communication and a proven process for benefits conversations rather than purely sales energy. This is a client-facing role with work that matters to families.