Work From Home - Client Services Representative

Lever, Inc.; Columbia (SC); Remote; USD 50,000 - 70,000; Full time

Job summary

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

Expect a work setup that fits real life, with web presentations and ongoing client engagements. You will manage a portfolio of clients, delivering value beyond one-off calls while aligning with a proven process and benefits conversations.

Qualifications

• Clear and human communication is essential.
• Demonstrated self-motivation and ability to work without a supervisor.
• Willingness to follow a proven process and guidelines.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Represent a client-facing role in a remote financial services setting.
• Engage with clients via web presentations and virtual meetings.
• Support and enroll clients with guidance and mentorship from the team.
• Build a schedule that fits real-life commitments.
• Maintain a portfolio of clients you keep serving over time.

Skills

Clear communication

Self-motivated

Process adherence

Benefits conversation

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"