Work From Home - Part-Time Client Services Representative

Lever, Inc.

Mableton (GA)

Remote

USD 45,000 - 65,000

Full time

3 days ago
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Benefits offered by this job

Mentorship opportunities
Flexible schedule
Fully remote work

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who request guidance, paired with mentorship and tools to succeed. The position emphasizes meaningful work for families, flexible scheduling, and the ability to deliver web presentations from a home office.

You will join a growing team that values clear communication, process discipline, and a passion for benefits conversations beyond basic sales energy.

Qualifications

  • Clear and human communication style required.
  • Self-discipline with minimal supervision.
  • Openness to a proven sales/support process.
  • Interest in benefits conversations, not just sales energy.

Responsibilities

  • Enroll and support clients who seek guidance.
  • Participate in a remote, client-facing role with tools and mentorship.
  • Deliver web presentations and engage families via virtual sessions.
  • Collaborate with a growing team to ensure client success.

Skills

Clear communication
Self-discipline
Process-oriented
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"
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