Remote Client Advocate — Enrollment & Financial Services

Lever, Inc.; Rogers (AR); Remote; USD 45,000 - 60,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

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, this can become a long-term career with growth opportunities.

Daily work includes talking with people seeking information, mapping needs, guiding enrollment flows, and building a client list. Pre-qualified leads, onboarding, remote tools, flexible hours and ongoing mentorship are provided.

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. 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, this can become a long-term career with growth opportunities.

Daily work includes talking with people seeking information, mapping needs, guiding enrollment flows, and building a client list. Pre-qualified leads, onboarding, remote tools, flexible hours and ongoing mentorship are provided.