Remote Client Service Representative (Training Provided)

Lever, Inc.; Merrimack (NH); Remote; USD 52,000 - 72,000; Full time

Job summary

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

You will present and run web sessions from a home office, empowering families with practical solutions while following a proven process and a schedule that fits real life. This position emphasizes clear communication and a genuine client-centric approach.

Qualifications

• Clear, human communication is essential.
• Self-discipline with minimal supervision.
• Openness to a proven process and structured workflows.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Onboard and support clients who seek guidance.
• Deliver client-focused training and web presentations.
• Maintain proactive client relationships and follow established processes.
• Collaborate with a growing team and mentors to ensure client success.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"