Client Concierge Representative - Work From Home

Lever, Inc.; Keene (NH); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. is seeking a motivated remote financial-services specialist to join a role built around warm leads and a structured training program.

Daily work includes speaking with interested clients, mapping needs to protection options, running enrollment steps, and building a client list, with ongoing mentorship, step-by-step onboarding, and flexible hours to support performance-driven growth.

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.