Remote Client Success Specialist

Lever, Inc.; Grand Island (NE); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Home office

Mentorship from leaders

Flexible schedule

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, with a home office setup and a schedule you can build around real life. You will work with a growing team, receive mentorship, and benefit from training and leaders who stay involved, ensuring you have ongoing guidance while helping families make informed financial decisions.

Qualifications

• Clear and human communication is essential.
• Ability to work without direct supervision.
• Willingness to engage with a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with mentors to provide guidance and support.
• Represent financial services remotely to a diverse client base.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversation

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, with a home office setup and a schedule you can build around real life. You will work with a growing team, receive mentorship, and benefit from training and leaders who stay involved, ensuring you have ongoing guidance while helping families make informed financial decisions.