Financial Services Associate - Work From Home

Lever, Inc.; Irving (TX); Remote; USD 42,000 - 66,000; 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 remote services associate to engage with individuals who requested information and guide them through enrollment steps. The role emphasizes coaching, performance feedback, and building a client list from warm leads.

You will work with step-by-step onboarding, flexible hours, and ongoing mentorship in a results-driven environment. This is a long-term career track for self-starters who enjoy helping families.

Qualifications

• Willing to be coached and work in a performance-driven environment.
• Strong communication and interpersonal skills.
• Self-starter who can map needs and manage follow-ups.

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 skills

Coaching mindset

Self-starter

People skills

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.