Remote Financial Services Leader in Training

Lever, Inc.; Rochester (NH); À distance; USD 55 000 - 75 000; Plein temps

Résumé du poste

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

You will engage in benefits conversations, follow a proven process, and communicate clearly in a human, empathetic manner. A schedule that fits real life and ongoing leadership involvement are offered.

Qualifications

• Clear and human communication with clients.
• Ability to work independently without direct supervision.
• Wamiliarity with proven processes and best practices.
• Interest in benefits conversations, not just sales energy.

Responsabilités

• Enroll and support clients who asked for guidance.
• Maintain client-facing communications in a fully remote setup.
• Collaborate with the team to deliver consistent value to families.

Connaissances

Clear communication

Self-discipline

Process orientation

Benefits conversations

Description du poste

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

You will engage in benefits conversations, follow a proven process, and communicate clearly in a human, empathetic manner. A schedule that fits real life and ongoing leadership involvement are offered.