Remote Client Advocate – Financial Services

Lever, Inc.; Alamogordo (NM); Remote; USD 40,000 - 60,000; 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. offers a remote financial-services seat built around warm leads and a training system.

If you are competitive and coachable, it can become a long-term career; if you want a job with no conversations, it will not. Daily work includes speaking with people who requested information, mapping needs for available protection options, running a simple enrollment flow, and building and servicing 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. offers a remote financial-services seat built around warm leads and a training system.

If you are competitive and coachable, it can become a long-term career; if you want a job with no conversations, it will not. Daily work includes speaking with people who requested information, mapping needs for available protection options, running a simple enrollment flow, and building and servicing a client list.