Remote Client Relations Pro — Family Finance Guidance

Lever, Inc.; East Orange (NJ); 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 enroll and support clients who seek guidance, working with a growing team that provides tools and mentorship to help you succeed.

The position emphasizes meaningful work for families, with training and leaders who stay involved, and a schedule you can tailor around real life while you serve a portfolio of clients.

Qualifications

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"

Responsibilities

• Enroll and support clients who asked for guidance.
• Operate in a client-facing, fully remote financial services environment.

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 seek guidance, working with a growing team that provides tools and mentorship to help you succeed.

The position emphasizes meaningful work for families, with training and leaders who stay involved, and a schedule you can tailor around real life while you serve a portfolio of clients.