Remote Financial Services Associate - Flexible Schedule

Lever, Inc.; Elgin (IL); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional to support clients in a fully remote financial services role. You will be paired with a growing team, receive tools and mentorship, and guide clients who ask for guidance.

The deal emphasizes work that matters to families, training from leaders who stay involved, and a schedule you can build around real life— with a portfolio you keep serving beyond one-off calls.

Qualifications

• Clear and human communication style.
• Ability to work without direct supervision.
• Willingness to follow a proven process.

Responsibilities

• Enroll and support clients who request guidance.
• Deliver client-facing financial services support remotely.
• Engage in benefits conversations and build trusted relationships.
• Participate in trainings and mentorship programs.

Skills

Clear communication

Self-motivation

Openness to process

Job description

Lever, Inc. is seeking a client-facing professional to support clients in a fully remote financial services role. You will be paired with a growing team, receive tools and mentorship, and guide clients who ask for guidance.

The deal emphasizes work that matters to families, training from leaders who stay involved, and a schedule you can build around real life— with a portfolio you keep serving beyond one-off calls.