Remote Client Guidance Specialist (Flexible Schedule)

Lever, Inc.; Rogers (AR); Remote; USD 50,000 - 80,000; 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 asked for guidance, paired with a growing team, with tools and mentorship provided.

This position offers a schedule you can build around real life, with training and leaders who stay involved, and the opportunity to serve families with meaningful work.

Qualifications

• Clear, human, and effective communication.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Support and enroll clients who asked for guidance, collaborating with a growing team.
• Engage mentors and use provided tools to deliver customer-focused guidance.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversations

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 asked for guidance, paired with a growing team, with tools and mentorship provided.

This position offers a schedule you can build around real life, with training and leaders who stay involved, and the opportunity to serve families with meaningful work.