Work From Home - Client Relations Specialist

Lever, Inc.; Grand Rapids (MI); Remote; USD 45,000 - 65,000; Full time

Job summary

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

The deal emphasizes work that matters to families, flexible scheduling, engaging presentations from home, and ongoing training with leaders who stay involved.

Qualifications

• Clear, human communication in client interactions.
• Ability to work independently without constant supervision.
• Willingness to follow a proven sales/process framework.
• Interest in discussing benefits as part of client conversations.

Responsibilities

• Enroll and support clients who request guidance.
• Collaborate with a growing team and leverage mentorship.

Skills

Client 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"