Insurance Client Services Associate - Remote

Lever, Inc.; Barre (VT); Remote; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional in the United States, centered in Vermont/Barre. You will engage warm leads, provide coaching during ramp-up, and deliver client value with a flexible, office-free setup.

The role emphasizes structured days, timely follow-ups, and a focus on outcomes for families and clients. Training precedes performance, and top performers have a leadership track within the company.

Responsibilities

• On-time follow-up with leads and clients.
• Maintain a clean video presence during calls.
• Learn tools quickly and ramp efficiently.
• Show respect for the client in all interactions.

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client