Remote Client Advisor: Warm Leads, Flexible Hours

Lever, Inc.; Farmington Hills (MI); Remote; USD 45,000 - 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 role built around warm leads and a structured training system. If you are competitive and willing to be coached, it can become a long-term career.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running an enrollment flow, and building a client list. The position provides pre-qualified leads, onboarding, remote tools, and ongoing mentorship.

Qualifications

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

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 role built around warm leads and a structured training system. If you are competitive and willing to be coached, it can become a long-term career.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running an enrollment flow, and building a client list. The position provides pre-qualified leads, onboarding, remote tools, and ongoing mentorship.