Remote Financial Guidance Pro with Flexible Schedule

Lever, Inc.; Sanford (ME); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote specialist in financial services to enroll and support clients who asked for guidance. You will be paired with a growing team, given tools and mentorship, and expected to deliver guidance with a human touch.

You will have a schedule you can build around real life, conduct webinars or web presentations, and work from a home office while helping families make informed decisions about their benefits and services.

Qualifications

• Must communicate clearly and humanly.
• Ability to work without direct supervision.
• Openness to following a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who requested guidance.
• Deliver client-facing assistance remotely.
• Participate in webinars or web presentations for clients.

Skills

Clear communication

Self-motivation

Independent work

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote specialist in financial services to enroll and support clients who asked for guidance. You will be paired with a growing team, given tools and mentorship, and expected to deliver guidance with a human touch.

You will have a schedule you can build around real life, conduct webinars or web presentations, and work from a home office while helping families make informed decisions about their benefits and services.