Remote Client Relations Specialist: Family-Focused Guidance

Lever, Inc.; Medford (OR); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote specialist in a financial services context. You will be paired with a growing team, receive mentorship, and enroll and support clients who seek guidance.

The role emphasizes delivering value via home-based web presentations and a flexible schedule designed to fit real life. Candidates should demonstrate clear communication, self-discipline without direct supervision, and openness to a proven process, including engaging in benefits

Qualifications

• Clear and human communication is essential.
• Demonstrated discipline without direct supervision.
• Openness to following a proven sales/support process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and be mentored.
• Work from a home office with web presentations and scheduling flexibility.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote specialist in a financial services context. You will be paired with a growing team, receive mentorship, and enroll and support clients who seek guidance.

The role emphasizes delivering value via home-based web presentations and a flexible schedule designed to fit real life. Candidates should demonstrate clear communication, self-discipline without direct supervision, and openness to a proven process, including engaging in benefits