Remote Financial Services Client Advocate - Mentored
Bartlesville, Washington County, Oklahoma, 74005, USA
Listed on 2026-10-06
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Customer Service/HelpDesk
Customer Service Rep, Banking & Finance
Lever, Inc. is offering a fully remote financial-services seat built around warm leads and a structured training system.
The role rewards competitiveness and receptiveness to coaching, with a clear path toward long-term career growth through ongoing mentorship. Daily duties include speaking with information-seeking individuals, mapping needs for available protection options, running enrollment flows, and building a serviced client list.
We are seeking a motivated Remote Financial Services Client Advocate
- Mentored Growth to join Lever, Inc. in Bartlesville, OK, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Remote Financial Services Client Advocate
- Mentored Growth role in the description above.
We appreciate your interest in this position.
Join Lever, Inc. and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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