Remote Client Relations Specialist—Family-Focused Finance

Lever, Inc.; Peoria (AZ); Remote; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional in the United States to enroll and support clients seeking guidance in financial services.

You’ll join a growing team, receive tools and mentorship, and work with home-office style web presentations; schedule that fits real life.

This role emphasizes benefits conversations and a proven process over pushy sales, with emphasis on clear communication and disciplined autonomy.

Qualifications

• Clear, human communication
• Self-motivation with minimal supervision
• Open to a proven process
• Interest in benefits conversations, not just Sales energy

Responsibilities

• Enroll and support clients who asked for guidance
• Deliver web presentations from a home office
• Collaborate with a growing team and receive mentorship

Skills

Clear communication

Self-motivation

Ability to work autonomously

Interest in benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote professional in the United States to enroll and support clients seeking guidance in financial services.

You’ll join a growing team, receive tools and mentorship, and work with home-office style web presentations; schedule that fits real life.

This role emphasizes benefits conversations and a proven process over pushy sales, with emphasis on clear communication and disciplined autonomy.