Remote Client Advisor: Build Relationships & Enrollment

Lever, Inc.; Sherwood (AR); Remote; USD 42,000 - 65,000; 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. in the United States offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career.

Daily work includes speaking with information-seekers, mapping needs for protection options, running an enrollment flow, and building a serviced client list. Provided benefits include pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Competitive and coachable individuals; willingness to be coached for a long-term career.
• Self-starters who like helping families and can handle a performance 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. in the United States offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career.

Daily work includes speaking with information-seekers, mapping needs for protection options, running an enrollment flow, and building a serviced client list. Provided benefits include pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.