Remote Financial Policy Guidance Advisor

Lever, Inc.; Dodge City (KS); Remote; USD 45,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a client-facing specialist for a fully remote role in financial services. You will join a growing team, receive tools and mentorship, and help enroll and support clients who asked for guidance.

This position emphasizes clear, human communication, disciplined self-management, and adherence to a proven process. You'll engage in benefits conversations and help families understand options while making a real difference.

Qualifications

• Clear, human communication required.
• Self-discipline with no supervisor nearby.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.

Skills

Clear communication

Self-discipline

Process openness

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing specialist for a fully remote role in financial services. You will join a growing team, receive tools and mentorship, and help enroll and support clients who asked for guidance.

This position emphasizes clear, human communication, disciplined self-management, and adherence to a proven process. You'll engage in benefits conversations and help families understand options while making a real difference.