Remote Team Lead - Client Services

Lever, Inc.; Caldwell (ID); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Fully remote

Flexible schedule

Mentorship and training

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients, guided by a growing team and mentorship, delivering clear, human communication and a proven process.

You will work on web presentations, benefit discussions, and scheduling flexible opportunities that fit real life. The role emphasizes meaningful work for families and ongoing client relationships.

Qualifications

• Clear, human, and effective communication with clients.
• Self-motivated and able to work with minimal supervision.
• Willingness to follow a proven process and adapt as needed.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients with guidance and information.
• Partner with a growing team, leveraging tools and mentorship.
• Deliver and participate in web presentations and training sessions.
• Build a schedule that fits real-life needs while maintaining client focus.

Skills

Clear communication

Self-motivation

Client-focused

Education

High school diploma or equivalent

Job description

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.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"