Client Success Associate - Work From Home

Lever, Inc.; Peoria (AZ); 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 seeking a self-motivated professional for a remote financial-services role focused on warm leads and guided training. You will engage with interested families, understand their needs, and guide them through a simple enrollment flow.

This position emphasizes coaching, mentorship, and flexibility. It suits someone who thrives in a performance-driven environment and values remote work with proactive feedback to grow into a long-term career.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Competitive and coachable individuals can build a long-term career.
• Willingness to engage with clients and discuss options.

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.