Remote Client Account Specialist

Lever, Inc.; Springfield (OH); Remote; USD 55,000 - 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 remote financial-services specialist to engage warm leads and guide families through enrollment. You will be coached and mentored as you build a client-focused career.

Daily activities include speaking with inquiries, mapping needs to protection options, guiding enrollment flows, and maintaining a client list. The role offers flexible hours and a supportive training system.

Qualifications

• Experience communicating with prospective clients.
• Ability to follow coaching and feedback.

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

Self-starter

Communication skills

Coaching mindset

Tools

CRM software

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.