Remote Client Services Specialist — Financial Guidance

Lever, Inc.; Gresham (OR); A distancia; USD 45.000 - 70.000; Jornada completa

Descripción de la vacante

Lever, Inc. is seeking a client-facing, fully remote member to support and enroll clients within the financial services space. You will be paired with a growing team, provided tools and mentorship, and expected to engage clients through guided conversations and web presentations.

The role emphasizes training, leadership involvement, and a schedule that accommodates real-life commitments while delivering meaningful outcomes for families and clients.

Formación

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

Responsabilidades

• Enroll and support clients who asked for guidance.
• Be client-facing and work with a growing team.
• Participate in training and leadership development.
• Provide web presentations and fit a schedule that works with real life.

Conocimientos

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Descripción del empleo

Lever, Inc. is seeking a client-facing, fully remote member to support and enroll clients within the financial services space. You will be paired with a growing team, provided tools and mentorship, and expected to engage clients through guided conversations and web presentations.

The role emphasizes training, leadership involvement, and a schedule that accommodates real-life commitments while delivering meaningful outcomes for families and clients.