Remote Client Advocate - Flexible Hours, Mentored Growth

Lever, Inc.; Bridgeport (WV); Remote; USD 40,000 - 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. is seeking a remote financial-services professional to engage with warm leads and guide clients through enrollment flows. This role emphasizes coaching, performance feedback, and long-term career growth within a supportive training system.

Daily work includes speaking with information-seeking individuals, mapping protection options to client needs, and building a proactive client list while leveraging provided tools and mentorship.

Qualifications

• Willingness to be coached and work in a performance-driven 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. is seeking a remote financial-services professional to engage with warm leads and guide clients through enrollment flows. This role emphasizes coaching, performance feedback, and long-term career growth within a supportive training system.

Daily work includes speaking with information-seeking individuals, mapping protection options to client needs, and building a proactive client list while leveraging provided tools and mentorship.