Remote Client Success Advisor (Financial Services)

Lever, Inc.; Laurel (MT); Remote; USD 42,000 - 54,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance.

The deal includes a home office with web presentations, work that matters to families, training from leaders who stay involved, and a schedule you can build around real life.

Requirements include clear, human communication, self-discipline without supervision, openness to a proven process, and interest in benefits conversations rather than sales energy.

Qualifications

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

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance.

The deal includes a home office with web presentations, work that matters to families, training from leaders who stay involved, and a schedule you can build around real life.

Requirements include clear, human communication, self-discipline without supervision, openness to a proven process, and interest in benefits conversations rather than sales energy.