Remote Client Relations Specialist: Enroll & Support

Lever, Inc.; Meridian (ID); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office

Fully remote

Mentorship

Flexible schedule

Job summary

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

The position offers a home-office setup, a schedule you can build around real life, and a portfolio you keep serving—not just a stack of one-off calls. Training and leaders stay involved.

Qualifications

• Clear and human communication is required.
• Demonstrated self-discipline without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Partner with a growing team and leverage provided mentorship.
• Deliver client-facing financial services remotely.

Skills

Clear communication

Self-discipline

Process openness

Benefits conversations

Job description

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

The position offers a home-office setup, a schedule you can build around real life, and a portfolio you keep serving—not just a stack of one-off calls. Training and leaders stay involved.