Virtual Client Services Associate

Lever, Inc.; Tulsa (OK); À distance; USD 45 000 - 65 000; Plein temps

Résumé du poste

Lever, Inc. is seeking a client enrollment specialist for a fully remote position in the financial services space. You will enroll and support clients who ask for guidance, and you will be paired with a growing team, receiving tools and mentorship to succeed.

The role emphasizes client-facing service, a schedule that fits real life, and involvement from leaders who stay engaged in your work. Expect meaningful, family-focused outcomes and ongoing professional development.

Qualifications

• Clear, human communication is essential.
• Ability to work independently without constant supervision.
• Willingness to follow a proven enrollment process.
• Interest in discussing benefits with clients, not just selling energy.

Responsabilités

• Enroll and support clients who request guidance.
• Maintain client relationships while working remotely.
• Collaborate with a growing team and apply provided mentorship and tools.

Connaissances

Clear communication

Self-discipline

Process orientation

Benefits conversations

Description du poste

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"