Remote Financial Guidance Specialist - Flexible Schedule

Lever, Inc.; Athens (GA); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Training & mentorship

Remote work

Job summary

Lever, Inc. is seeking a client-facing, fully remote specialist to guide and support financial services clients. You will work with a growing team, receive tools and mentorship, and enroll clients who seek guidance.

The role emphasizes presenting benefits discussions rather than pure sales, with a schedule that fits real life and the chance to build a portfolio of enduring client relationships.

Qualifications

• Clear and human communication.
• 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.
• Work with a growing team, with mentorship and tools provided.
• Represent a client-focused financial services approach remotely.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote specialist to guide and support financial services clients. You will work with a growing team, receive tools and mentorship, and enroll clients who seek guidance.

The role emphasizes presenting benefits discussions rather than pure sales, with a schedule that fits real life and the chance to build a portfolio of enduring client relationships.