Remote Client Services Team Lead - Mentorship & Impact

Lever, Inc.; Caldwell (ID); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Fully remote

Flexible schedule

Mentorship and training

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients, guided by a growing team and mentorship, delivering clear, human communication and a proven process.

You will work on web presentations, benefit discussions, and scheduling flexible opportunities that fit real life. The role emphasizes meaningful work for families and ongoing client relationships.

Qualifications

• Clear, human, and effective communication with clients.
• Self-motivated and able to work with minimal supervision.
• Willingness to follow a proven process and adapt as needed.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients with guidance and information.
• Partner with a growing team, leveraging tools and mentorship.
• Deliver and participate in web presentations and training sessions.
• Build a schedule that fits real-life needs while maintaining client focus.

Skills

Clear communication

Self-motivation

Client-focused

Education

High school diploma or equivalent

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients, guided by a growing team and mentorship, delivering clear, human communication and a proven process.

You will work on web presentations, benefit discussions, and scheduling flexible opportunities that fit real life. The role emphasizes meaningful work for families and ongoing client relationships.