Remote Client Solutions Representative

Lever, Inc.; East Orange (NJ); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote specialist in financial services. You will be paired with a growing team, given tools and mentorship, and you will enroll and support clients who asked for guidance.

The deal emphasizes work that matters to families, a schedule you can build around real life, and leaders who stay involved. You will manage a portfolio of clients you continue to serve beyond one-off calls.

Qualifications

• Clear and human communication.
• Self-discipline with no supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentors to deliver guidance.

Skills

Communication

Disciplined work style

Process adoption

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"