Remote Client Care Specialist – Enrollment & Support

Lever, Inc.; Caldwell (ID); 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 self-motivated remote financial-services associate to work with warm leads and a structured training system. This role emphasizes coaching, a performance-driven environment, and long-term career growth.

You will speak with interested individuals, map needs for protection options, guide enrollments, and build a personalized client list with ongoing mentorship and flexible hours. No micromanagement; just eager teamwork.

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 self-motivated remote financial-services associate to work with warm leads and a structured training system. This role emphasizes coaching, a performance-driven environment, and long-term career growth.

You will speak with interested individuals, map needs for protection options, guide enrollments, and build a personalized client list with ongoing mentorship and flexible hours. No micromanagement; just eager teamwork.