Remote Client Relations Specialist - Guidance & Growth

Lever, Inc.; Livonia (MI); Remote; USD 52,000 - 78,000; Full time

Job summary

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

Responsibilities emphasize clear, human communication and following a proven process, including engaging in benefits conversations beyond basic sales energy. This position offers flexibility to build a schedule around real life and a portfolio of ongoing client engagements.

Qualifications

• Clear and human communication skills.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Partner with a growing team and utilize provided tools and mentorship.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

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

Responsibilities emphasize clear, human communication and following a proven process, including engaging in benefits conversations beyond basic sales energy. This position offers flexibility to build a schedule around real life and a portfolio of ongoing client engagements.