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Lever, Inc. is seeking a client-facing, fully remote specialist to support families with guidance on financial matters. You will join a growing team, receive tools and mentorship, and enroll and assist clients who seek help.
This role focuses on benefits conversations, clear communication, and following a proven process to deliver real value. You’ll enjoy a flexible schedule that respects real life while building lasting client relationships.
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.