Remote Client Onboarding & Support Specialist

Lever, Inc.; Warner Robins (GA); Remote; USD 60,000 - 90,000; Full time

Job summary

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

You’ll present to clients via web sessions, work from a home office, and enjoy a schedule that fits real life while making a meaningful impact for families through benefits conversations.

Qualifications

• Clear and human communication required.
• Discipline without a supervisor in the hallway.
• Willingness to follow a proven process.
• Interest in benefits discussions, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and receive mentorship.
• Deliver client sessions via web presentations.
• Maintain a schedule that fits real life while delivering value.

Skills

Clear communication

Self-discipline

Openness to a proven process

Benefits conversations

Job description

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

You’ll present to clients via web sessions, work from a home office, and enjoy a schedule that fits real life while making a meaningful impact for families through benefits conversations.