Client Needs Advisor - Remote

Lever, Inc.; New Britain (CT); Remote; USD 40,000 - 80,000; Full time

Benefits offered by this job

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is offering a remote financial-services seat built around warm leads and a training system. This is a career with coaching and growth for motivated self-starters.

You will speak with people who asked for information, map needs to available protection options, run a simple enrollment flow, and build and service a client list. Provided are pre-qualified leads and ongoing mentorship with flexible hours.

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.