Remote Financial Services Advisor — Flexible, Client-Focused Support

Lever, Inc.; Yankton (SD); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in the financial services sector. You will enroll and support clients who request guidance, delivering value through web presentations and structured processes.

You will work with a growing team, receive mentorship, and help families by delivering meaningful guidance. This position emphasizes remote, flexible scheduling and the chance to build lasting client relationships.

Qualifications

• Clear, human communication style.
• Ability to work independently without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits beyond basic sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Deliver client-facing support remotely within the financial services space.
• Collaborate with a growing team and mentors.
• Utilize web presentations as part of the client engagement.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in the financial services sector. You will enroll and support clients who request guidance, delivering value through web presentations and structured processes.

You will work with a growing team, receive mentorship, and help families by delivering meaningful guidance. This position emphasizes remote, flexible scheduling and the chance to build lasting client relationships.