Client Onboarding Coordinator - Remote

Lever, Inc.; New Haven (CT); Remote; USD 28,000 - 39,000; Full time

Benefits offered by this job

Warm leads

Onboarding plan

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career.

This role emphasizes client conversations and ongoing mentorship, with flexible hours to fit your schedule. Daily work includes speaking with information-seeking prospects, mapping needs to available protection options, and guiding enrollments while building and servicing a client list.

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.