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Lever, Inc. is seeking a client-facing professional for a fully remote role in the financial services space. You will enroll and support clients who asked for guidance, delivering clear, human communication and practical advice.
You'll join a growing team with tools and mentorship, and you'll have a schedule you can build around real life while making a tangible impact for families. This position emphasizes benefits conversations and a proven process, not just sales energy, with ongoing training
Client-facing, fully remote, financial services.
You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.