Remote Policy Services Representative

Lever, Inc.; Vancouver; Remote; CAD 42,000 - 62,000; Full time

Job summary

Lever, Inc. is seeking a motivated professional for a remote financial-services seat built around warm leads and a structured training system.

You will speak with people who asked for information, map needs to available protection options, and guide them through a simple enrollment flow while building a reliable client list. This role rewards competitiveness and coachability, offering ongoing mentorship, flexible hours, and the potential for a long-term career.

Qualifications

• Self-starters who like helping families.
• Comfortable in a performance-driven environment.
• Willing to be coached and take feedback.

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

Skills

Communication skills

Coachable

Self-motivation

Tools

Remote tools

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.