Remote Client Advocate: Flexible Hours & Mentorship

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

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.