Virtual Consultation Representative - Work From Home

Lever, Inc.; Sheridan (WY); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Flexible schedule

Job summary

Lever, Inc. in the United States is seeking a client-facing, fully remote financial services advisor who can guide and support clients with clarity and empathy.

You will work with a growing team, receive mentorship, and help clients who asked for guidance, with a schedule that fits real life and a portfolio you keep serving beyond one-off calls.

Qualifications

• Clear, human-to-human communication required.

Skills

Clear communication

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"