Remote Client Success Specialist - Financial Services

Lever, Inc.; Huron (SD); 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 asked for guidance, working with a growing team and mentors to help families make informed decisions.

Expect a flexible schedule, opportunities to deliver web presentations from a home office, and meaningful work that directly benefits clients' financial wellbeing. No micromanagement; your discipline and clear communication will drive outcomes as you follow a

Qualifications

• Clear and human communication as a baseline expectation.
• Discipline without a supervisor in the hallway.
• 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 to provide effective guidance.
• Deliver web presentations from a home office to clients.

Skills

Client-facing

Discipline

Process-oriented

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 asked for guidance, working with a growing team and mentors to help families make informed decisions.

Expect a flexible schedule, opportunities to deliver web presentations from a home office, and meaningful work that directly benefits clients' financial wellbeing. No micromanagement; your discipline and clear communication will drive outcomes as you follow a