Remote Client Services Trainee

Lever, Inc.; Brewer (ME); Remote; USD 52,000 - 76,000; 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, using tools and mentorship to help families access benefits.

You will join a growing team that emphasizes training and leaders who stay involved, offering a schedule that fits real life and a portfolio you keep serving.

Qualifications

• Clear and human communication is required.
• Ability to work without direct supervision and stay disciplined.
• Willingness to follow a proven enrollment process.

Responsibilities

• Enroll and support clients who ask for guidance.
• Deliver client-facing financial services with mentorship and tools.
• Contribute to a program that serves families and builds ongoing relationships.

Skills

Clear communication

Self-motivation

Openness to process

Benefits conversation interest

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"