Client Intake Representative - Work From Home

Lever, Inc.; Palmer (AK); Remote; USD 42,000 - 66,000; 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 fully remote financial-services seat built around warm leads and a structured training system. You will speak with people who asked for information, map needs, and run a simple enrollment flow to build a client list.

The role suits self-starters who enjoy helping families and thrive in a coached, performance-driven environment. Flexible hours and ongoing mentorship are part of the program, while some feedback is expected to drive improvement.

Responsibilities

• Speak with people who asked for information.
• Map needs and present suitable 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.