Remote Client Advocate — Mentorship & Flexible Hours

Lever, Inc.; Frederick (MD); Remote; USD 52,000 - 78,000; 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 role in the United States. You will speak with people who requested information, map their needs to available protection options, and run a simple enrollment flow. You will also build and service a client list as part of a supportive onboarding and mentorship program.

This role emphasizes coaching, flexible hours, and ongoing mentorship to help you grow in a performance-driven environment while serving families directly from home.

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 role in the United States. You will speak with people who requested information, map their needs to available protection options, and run a simple enrollment flow. You will also build and service a client list as part of a supportive onboarding and mentorship program.

This role emphasizes coaching, flexible hours, and ongoing mentorship to help you grow in a performance-driven environment while serving families directly from home.