Remote Client Relations Specialist — Impact in Finance

Lever, Inc.; Georgetown (KY); Remote; USD 40,000 - 64,000; Full time

Job summary

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

You should communicate clearly, work with discipline in a supervisory-free environment, and stay open to a proven process while engaging in benefits conversations, not just sales energy, to help families.

Qualifications

• Clear and human communication with clients
• Self-discipline to work without direct supervision
• Openness to following a proven process
• Interest in discussing benefits, not only sales energy

Responsibilities

• Enroll and support clients who requested guidance
• Engage in client-facing conversations in a fully remote setting
• Partner with a growing team to deliver value to families
• Utilize provided tools and mentorship

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

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

You should communicate clearly, work with discipline in a supervisory-free environment, and stay open to a proven process while engaging in benefits conversations, not just sales energy, to help families.