Remote Client Success Advisor | Flexible Schedule

Lever, Inc.; Elsmere (DE); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a client-facing specialist for a fully remote role in financial services. You will enroll and support clients who asked for guidance, with a team and mentors to back you.

The deal includes home office setup, web presentations, and a schedule that fits real life while you build a lasting relationship with families. You’ll thrive with clear communication, discipline, and openness to a proven process, focusing on benefits conversations rather than hard sales.

Qualifications

• Clear and human communication.
• Self-discipline without a supervisor.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Work with a growing team and mentorship.
• Provide clear, human client interactions and follow a proven process.

Skills

Clear and human communication

Self-discipline without supervision

Openness to a proven process

Interest in benefits conversations

Job description

Lever, Inc. is seeking a client-facing specialist for a fully remote role in financial services. You will enroll and support clients who asked for guidance, with a team and mentors to back you.

The deal includes home office setup, web presentations, and a schedule that fits real life while you build a lasting relationship with families. You’ll thrive with clear communication, discipline, and openness to a proven process, focusing on benefits conversations rather than hard sales.