Remote Client Advocate - Flexible Hours & Mentorship

Lever, Inc.; Gulfport (MS); 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 offering a remote financial-services seat built around warm leads and a structured training system.

The role is designed for competitive individuals who are coachable and willing to be mentored for long-term career growth. Daily tasks include speaking with information-seeking individuals, mapping needs to available protection options, running a simple enrollment flow, and building a serviceable client list.

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 offering a remote financial-services seat built around warm leads and a structured training system.

The role is designed for competitive individuals who are coachable and willing to be mentored for long-term career growth. Daily tasks include speaking with information-seeking individuals, mapping needs to available protection options, running a simple enrollment flow, and building a serviceable client list.