Part-Time Financial Protection Representative - Remote

Lever, Inc.; Grand Rapids (MI); Remote; USD 50,000 - 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 motivated remote financial-services associate to work with pre-qualified warm leads and a structured training system. This role is remote and offers flexible hours, ongoing mentorship, and a clear path toward a long-term career for those who are coachable.

Daily tasks include speaking with people who request information, mapping needs for protection options, running enrollment flows, and building and servicing a client list in a performance-driven environment.

Responsibilities

• Speak with people who requested 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.