Remote Client Success & Guidance Specialist

Lever, Inc.; Midwest City (OK); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, building trust from a home office and delivering clear, human communication.

You’ll work with a growing team, receive mentorship, and benefit from training, a schedule that adapts to real life, and a portfolio you continue serving rather than a series of one-off calls.

Qualifications

• Clear and human communication is essential.
• Self-discipline without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and mentors.
• Deliver web presentations from a home office.
• Manage a portfolio of clients, not one-off calls.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, building trust from a home office and delivering clear, human communication.

You’ll work with a growing team, receive mentorship, and benefit from training, a schedule that adapts to real life, and a portfolio you continue serving rather than a series of one-off calls.