Remote Client Solutions Specialist

Lever, Inc.; St. George (LA); A distancia; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Lever, Inc. is seeking a client-facing, fully remote team member in the United States to enroll and support clients seeking guidance in financial services. You’ll be paired with a growing team, given tools and mentorship, and work on presentations and conversations that matter to families.

You’ll enjoy a flexible schedule, a portfolio of clients to keep serving, and training from leaders who stay involved. This role focuses on benefits conversations and clear, human communication.

Formación

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

Responsabilidades

• Enroll and support clients who seek guidance.
• Collaborate with a growing team and leverage mentorship.
• Deliver guidance in financial services through provided tools.
• Maintain a schedule that fits real life.

Conocimientos

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Descripción del empleo

Lever, Inc. is seeking a client-facing, fully remote team member in the United States to enroll and support clients seeking guidance in financial services. You’ll be paired with a growing team, given tools and mentorship, and work on presentations and conversations that matter to families.

You’ll enjoy a flexible schedule, a portfolio of clients to keep serving, and training from leaders who stay involved. This role focuses on benefits conversations and clear, human communication.