Remote Financial Services Client Solutions Advisor

Lever, Inc.; East Orange (NJ); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote specialist in financial services. You will be paired with a growing team, given tools and mentorship, and you will enroll and support clients who asked for guidance.

The deal emphasizes work that matters to families, a schedule you can build around real life, and leaders who stay involved. You will manage a portfolio of clients you continue to serve beyond one-off calls.

Qualifications

• Clear and human communication.
• Self-discipline with no 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 and mentors to deliver guidance.

Skills

Communication

Disciplined work style

Process adoption

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote specialist in financial services. You will be paired with a growing team, given tools and mentorship, and you will enroll and support clients who asked for guidance.

The deal emphasizes work that matters to families, a schedule you can build around real life, and leaders who stay involved. You will manage a portfolio of clients you continue to serve beyond one-off calls.