Part-Time Client Relations Representative - Remote

Lever, Inc.; Passaic (NJ); Remote; USD 35,000 - 52,000; 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 coaching, training, and long-term career growth. You will engage warm leads, map needs, and guide clients through enrollment while building a strong client list.

Ideal teammates are self-driven, coachable, and enjoy helping families in a performance-driven environment. Flexible hours and ongoing mentorship are provided to support success.

Qualifications

• Remote financial-services role requiring proactive communication and responsiveness.
• Willingness to be coached and to perform in a performance-driven environment.
• Opportunity for long-term career growth with training and mentorship.

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

Coachable

Self-driven

Customer service

Communication

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.