Client Relationship Specialist - Remote

Lever, Inc.; Fort Collins (CO); Remote; USD 42,000 - 68,000; 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. in Fort Collins, CO offers a remote financial-services seat built around warm leads and a structured training system. It can become a long-term career for competitive, coachable individuals who value growth and mentorship.

Daily activities include speaking with information-seeking prospects, mapping needs to protection options, guiding a simple enrollment flow, and building a managed client list, backed by pre-qualified leads and ongoing onboarding.

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.