Remote Financial Guidance & Enrollment Specialist

Lever, Inc.; Bethlehem (Northampton County); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

The deal includes a home office setup with web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life, with a portfolio you keep serving.

Qualifications

• Clear and human communication.
• Self-discipline with no supervisor in the hallway.
• Open to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, with mentorship and tools.

Job description

Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

The deal includes a home office setup with web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life, with a portfolio you keep serving.