Remote Client Advocate

Lever, Inc.; Cedar Falls (IA); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Warm leads

Onboarding program

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. is seeking a remote financial-services specialist to engage with warm leads and follow a structured training program, offering a path to a long-term career.

Your daily work includes speaking with information-seeking individuals, mapping needs to available protection options, guiding enrollments, and building a client list, with pre-qualified leads, onboarding, and ongoing mentorship provided.

Qualifications

• Excellent communication with clients and ability to listen actively.
• Willingness to be coached and guidance-oriented.
• Ability to assess client needs and map them to options.

Responsibilities

• Speak with people who requested information.
• Map clients’ protection needs and available options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Communication

Coachability

Needs assessment

Prospecting

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.