Remote Client Success Advisor — Financial Services

Lever, Inc.; Meriden (CT); Remote; USD 65,000 - 95,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You’ll enroll and support clients who asked for guidance, with mentorship and tools provided to help you succeed. The position emphasizes a schedule that fits real life and meaningful work that matters to families.

You’ll join a growing team, benefit from training and leadership involvement, and operate within a proven process focused on benefits conversations, not just pushy sales energy.

Job description

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You’ll enroll and support clients who asked for guidance, with mentorship and tools provided to help you succeed. The position emphasizes a schedule that fits real life and meaningful work that matters to families.

You’ll join a growing team, benefit from training and leadership involvement, and operate within a proven process focused on benefits conversations, not just pushy sales energy.