Remote Financial Guidance Specialist — Flexible Schedule

Lever, Inc.; Smyrna (TN); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, provided tools and mentorship, and tasked to enroll and support clients who asked for guidance. The deal includes a home office setup and web presentations, work that matters to families, training from leaders who stay involved, and a schedule you can build around real life. You will keep serving a portfolio of clients, not just one-off calls.

Qualifications

• Clear, human communication is essential.
• Ability to work independently without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and receive mentorship.
• Deliver web presentations from a home office.
• Maintain a portfolio of clients and provide ongoing guidance.

Skills

Clear communication

Self-motivation

Process oriented

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, provided tools and mentorship, and tasked to enroll and support clients who asked for guidance. The deal includes a home office setup and web presentations, work that matters to families, training from leaders who stay involved, and a schedule you can build around real life. You will keep serving a portfolio of clients, not just one-off calls.