Remote Financial Guidance Specialist — Flexible Hours

Lever, Inc.; Ketchikan (AK); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional to join a growing financial services team. You will enroll and support clients who ask for guidance, paired with mentors and the tools you need to succeed from a home office.

In this role you’ll handle benefits conversations, not just “sales energy,” and you’ll have a schedule you can build around real life. Training and leaders stay involved as you grow with the company and serves families with clarity and care.

Qualifications

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"

Responsibilities

• Enroll and support clients who asked for guidance.
• Partner with mentors and use available tools from a home office.
• Engage in benefits conversations and help clients understand options.

Skills

Clear communication

Self-motivation

Process-oriented

Client-focused

Job description

Lever, Inc. is seeking a client-facing, fully remote professional to join a growing financial services team. You will enroll and support clients who ask for guidance, paired with mentors and the tools you need to succeed from a home office.

In this role you’ll handle benefits conversations, not just “sales energy,” and you’ll have a schedule you can build around real life. Training and leaders stay involved as you grow with the company and serves families with clarity and care.