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Remote Client Advocate, Financial Guidance Flexibility

Remote / Online - Candidates ideally in
Adel, Dallas County, Iowa, 50003, USA
Listing for: Lever, Inc.
Full Time, Remote/Work from Home position
Listed on 2026-09-30
Job specializations:
  • Sales
    Remote Sales, Financial Sales
Salary/Wage Range or Industry Benchmark: 55000 - 85000 USD Yearly USD 55000.00 85000.00 YEAR
Job Description & How to Apply Below
Position: Remote Client Advocate, Financial Guidance with Flexibility
Location: Adel

Lever, Inc. is seeking a remote client-facing role in the financial services space. You will enroll and support clients who request guidance, pairing with a growing team. You will receive tools and mentorship to help deliver meaningful, life-impacting conversations.

In this position, you will engage clients, follow a proven process, and focus on benefits conversations to articulate value beyond a standard sales approach.

We are looking to fill the Remote Client Advocate, Financial Guidance with Flexibility position at Lever, Inc. in Iowa City, IA, United States.

This is a Full Time role.

The position is based in Iowa City, IA, United States.

This opportunity is part of our work in Sales, Other.

The advertised compensation is 55.000 - 85.000.

We aim to respond to suitable candidates as soon as possible.

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