Client Needs Specialist - Work From Home

Lever, Inc.; Hamilton; Remote; CAD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. offers a remote financial-services role built around warm leads and a structured training system. You will engage prospective clients, map their needs, and guide them through enrollment steps from a coaching-enabled environment.

Ideal candidates are self-starters who enjoy helping families and thrive in a performance-driven setting. You will receive ongoing mentorship, step-by-step onboarding, and flexible hours while working remotely.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Competitive attitude and willingness to be coached.

Responsibilities

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.