Client Service Advisor - Remote

Lever, Inc.; Blue Springs (MO); Remote; USD 40,000 - 60,000; 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 guided coaching and growth. The role centers on speaking with interested individuals, mapping protection needs, and guiding clients through enrollment, while building a robust client list.

Employees receive pre-qualified warm leads, step-by-step onboarding, access to remote tools, flexible hours, and ongoing mentorship to help develop a long-term career in a performance-driven environment.

Responsibilities

• Speak with people who asked for information.
• Map needs for 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.