Remote Financial Guidance Specialist (Flexible Schedule)

Lever, Inc.; Alexandria (VA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Home office

Mentorship

Flexible schedule

Portfolio of client work

Job summary

Lever, Inc. is a client-facing role in the financial services sector, fully remote across the United States. You will be paired with a growing team and given the tools and mentorship needed to succeed.

You will enroll and support clients who have asked for guidance, delivering clear, human communication and applying a proven process. A schedule that fits real life is emphasized, with ongoing opportunities to build a portfolio of client work.

Qualifications

• Client-facing communication that is clear and humane.
• Ability to work with minimal supervision and discipline.
• Interest in benefits conversations, not just sales energy.
• Openness to a proven process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and mentors.
• Deliver guidance and coordinate web-based presentations.

Skills

Clear and human communication

Self-motivation with minimal supervis

Interest in benefits conversations

Openness to a proven process

Job description

Lever, Inc. is a client-facing role in the financial services sector, fully remote across the United States. You will be paired with a growing team and given the tools and mentorship needed to succeed.

You will enroll and support clients who have asked for guidance, delivering clear, human communication and applying a proven process. A schedule that fits real life is emphasized, with ongoing opportunities to build a portfolio of client work.