Financial Services Associate - Work From Home

Lever, Inc.; Durham (NC); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced reps

Structured process

Leadership path for high performers

Job summary

Lever, Inc. is seeking motivated people for a remote career with upside. This seat works warm leads; you talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

You will take requested conversations, explain options simply, help clients enroll when it fits, and maintain a clean follow-up rhythm. Interviews are on Zoom.

Qualifications

• People who are competitive, coachable, and comfortable on camera.

Responsibilities

• Take requested conversations — no cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Skills

Competitive

Coachable

Comfortable on camera

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.