Client Advocacy Team Lead - Remote

Lever, Inc.; Stillwater (OK); Remote; USD 35,000 - 52,000; 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. is offering a remote position in financial services designed around warm leads and a coaching-driven training system. The role rewards competitive individuals who welcome feedback and are motivated to build a long-term career.

Daily work includes speaking with information-seeking prospects, mapping needs to protection options, guiding enrollment steps, and maintaining a client list. Flexible hours, ongoing mentorship, and remote tools are provided to support growth.

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.