Work From Home - Client Care Manager

Lever, Inc.; Las Cruces (NM); Remote; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal includes a home office setup, web presentations, meaningful work for families, ongoing training and involved leadership, and a schedule you can build around real life.

Qualifications

• Clear and human communication style.
• Self-discipline with minimal supervision.
• Willingness to follow a proven sales/process oriented approach.
• Interest in benefits conversations as part of client guidance.

Responsibilities

• Enroll and support clients who request guidance.
• Provide mentorship and tools to client teams.
• Deliver client-focused remote financial services presentations and sessions.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

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"