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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, with tools and mentorship.
This position emphasizes meaningful work for families, training and leaders who stay involved, and a schedule you can build around real life. You will manage a portfolio of clients and guide benefits conversations, not just sales energy.
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.