Client Needs Advisor - Remote

Lever, Inc.; Goose Creek (SC); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote tools

Flexible hours

Ongoing mentorship

Pre-qualified warm leads

Job summary

Lever, Inc. is seeking a remote financial-services seat designed around warm leads and a structured training system. If you are competitive and open to coaching, this can become a long-term career with flexible hours and ongoing mentorship.

Daily work includes speaking with information-seeking individuals, mapping protection needs, running enrollment flows, and building a client list, all supported by pre-qualified leads and step-by-step onboarding.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached and to receive 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

Coaching mindset

Remote work

Lead follow-up

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.