Remote Financial Guidance Specialist - Flexible & Impactful

Lever, Inc.; Norwalk (CT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional in financial services to enroll and support clients who request guidance.

You will be paired with a growing team, receive training and mentorship, and conduct web presentations to help families plan for their future. You’ll manage a portfolio of clients, deliver clear information, and follow a proven process in a role that supports real-life scheduling needs.

Qualifications

• Clear, human communication with clients.
• Ability to work independently within a proven process.
• Interest in discussing benefits as part of client conversations.

Responsibilities

• Enroll clients and support them through the guidance process.
• Deliver clear information to families in a client-facing role.
• Conduct web presentations to explain financial services.
• Maintain a portfolio of clients while working remotely.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote professional in financial services to enroll and support clients who request guidance.

You will be paired with a growing team, receive training and mentorship, and conduct web presentations to help families plan for their future. You’ll manage a portfolio of clients, deliver clear information, and follow a proven process in a role that supports real-life scheduling needs.