Policyholder Support Specialist - Work From Home

Lever, Inc.; Sherwood (AR); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding support

Remote tools

Flexible hours

Mentorship program

Job summary

Lever, Inc. is hiring for a remote financial-services role focused on guiding interested individuals through information requests and enrollment steps.

You will engage with people who asked for information, map needs to available protection options, and run a simple enrollment flow while building a trusted client list. Provided resources include pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Self-starters who like helping families.
• Willing to be coached and open to feedback.
• Able to perform in a performance-driven environment.

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

Competitive

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.