Client Relations Representative - Remote

Lever, Inc.; Boulder (CO); Remote; USD 45,000 - 75,000; 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 hiring for a remote financial-services seat focused on engaging warm leads and guiding families through information and enrollment steps. You will be coached and mentored, with a structured onboarding and ongoing mentorship.

A flexible schedule and remote tools empower your day-to-day, while your performance helps shape a growing career in a supportive environment. Daily activities include speaking with interested individuals, mapping protection needs, running enrollment steps,

Qualifications

• Clear communication with clients and prospects.
• Ability to map needs to protection options.
• Comfort with a performance environment.

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

Active listening

Need-based mapping

Client relations

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.