Remote Client Services Advocate: Financial Wellness

Lever, Inc.; Springdale (AR); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Mentorship

Flexible schedule

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 request guidance, paired with a growing team, tools, and mentorship.

The role emphasizes work that matters to families, with a schedule you can build around real life. You will operate in a home-office setting, using web presentations, and be part of a portfolio you continue serving rather than one-off calls.

Qualifications

• Clear, human communication with clients.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in conversations around benefits, not just sales energy.

Responsibilities

• Enroll and support clients in a client-facing, remote financial services context.
• Engage with families, providing guidance and information.
• Operate within a structured process while maintaining a personal, empathetic approach.

Skills

Clear communication

Independent work

Process adherence

Benefits conversations

Job description

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

The role emphasizes work that matters to families, with a schedule you can build around real life. You will operate in a home-office setting, using web presentations, and be part of a portfolio you continue serving rather than one-off calls.