Remote Benefits Intake Specialist - Mentorship

Lever, Inc.; Huntington (WV); Remote; USD 42,000 - 66,000; 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 associate role in financial services focused on coaching and guided growth. You will engage with individuals who requested information, map their protection options, and guide them through a simple enrollment flow.

This role emphasizes self-motivation, willingness to be coached, and building long-term client relationships within 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.

Job description

Lever, Inc. is seeking a remote associate role in financial services focused on coaching and guided growth. You will engage with individuals who requested information, map their protection options, and guide them through a simple enrollment flow.

This role emphasizes self-motivation, willingness to be coached, and building long-term client relationships within a performance-driven environment.