Remote Appointment Setter

Lever, Inc.; Urbandale (IA); Remote; USD 40,000 - 70,000; 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 sales/educational enrollment specialist focused on financial services. You will speak with people who requested information, map needs for protection options, and guide them through a simple enrollment flow.

Join a remote, coach-driven environment with pre-qualified leads, onboarding support, and flexible hours to build a long-term career.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached and take feedback gracefully.
• Comfortable in a remote, mentor-led role.

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-starter

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.