Remote Client Advocate - Flexible Hours & Mentorship

Lever, Inc.; Concord (NC); Remote; USD 40,000 - 64,000; 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 specialist to engage with individuals who requested information and guide them through a straightforward enrollment process.

You will map client needs to suitable protection options and build a reliable client list, while delivering consistent service from a home office. Ideal candidates are self-starters who thrive in a coaching environment and enjoy helping families.

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. is seeking a remote financial-services specialist to engage with individuals who requested information and guide them through a straightforward enrollment process.

You will map client needs to suitable protection options and build a reliable client list, while delivering consistent service from a home office. Ideal candidates are self-starters who thrive in a coaching environment and enjoy helping families.