Remote Client Advisor - Financial Services | Flexible Hours

Lever, Inc.; Conway (AR); Remote; USD 32,000 - 52,000; 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 recruiting for a remote financial-services seat built around warm leads and a robust training system. You will be coached, rewarded for performance, and can develop a long-term career from home.

Daily tasks include speaking with people who asked for information, mapping needs to available protection options, running an enrollment flow, and building a client list, with ongoing mentorship and flexible hours.

Qualifications

• 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. is recruiting for a remote financial-services seat built around warm leads and a robust training system. You will be coached, rewarded for performance, and can develop a long-term career from home.

Daily tasks include speaking with people who asked for information, mapping needs to available protection options, running an enrollment flow, and building a client list, with ongoing mentorship and flexible hours.