Remote Client Advocate — Financial Services

Lever, Inc.; Mandan (ND); Remote; USD 45,000 - 75,000; 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 offering a remote financial-services seat focused on warm leads and a structured training system. You will engage with prospective clients, map protection needs, and guide enrollments in a coaching-driven environment.

This role rewards proactive self-starters who thrive on feedback and performance-driven settings, with ongoing mentorship and flexible hours to support work-life balance.

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 offering a remote financial-services seat focused on warm leads and a structured training system. You will engage with prospective clients, map protection needs, and guide enrollments in a coaching-driven environment.

This role rewards proactive self-starters who thrive on feedback and performance-driven settings, with ongoing mentorship and flexible hours to support work-life balance.