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Lever, Inc. is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who request guidance, paired with a growing team, with tools and mentorship to succeed.
Responsibilities include engaging clients through web presentations and delivering value to families, within a structured process and a flexible schedule that fits real life.
Client-facing, fully remote, financial services.
You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.