Client Onboarding Coordinator - Remote

Lever, Inc.; Fort Mill (SC); 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 financial-services professional to engage warm leads and guide families through enrollment and protection options. You will be coached and mentored in a results-driven environment, with a focus on building a reliable client list and providing informed information.

The role emphasizes proactive outreach, onboarding support, and ongoing mentorship to help you develop a long-term career within the company.

Qualifications

• Speak with people who asked for information.
• Assess client needs to map protection options.
• Run a simple enrollment flow.
• Build and service a client list.
• Self-starters who like helping families and can handle a performance environment.

Responsibilities

• Speak with people who asked for information.
• Guide clients through the enrollment process.
• Present protection options to customers.
• Maintain and grow a client list.

Skills

Communication skills

Coachable

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.