Client Experience Specialist - Work From Home

Lever, Inc.; Evanston (IL); Remote; USD 40,000 - 70,000; 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 seeking a remote enrollment associate for a financial-services seat built around warm leads and a training system. You will engage prospects, guide them through information and enrollment, and build a client list.

Ideal candidates are self-starters who enjoy helping families, thrive in a performance environment, and welcome ongoing mentorship and flexible hours.

Qualifications

• Self-starter with a customer-focused mindset.
• Able to handle a performance-driven environment and accept 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

Self-motivation

Communication skills

Coachable / feedback-oriented

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.