Remote Client Care Specialist — Financial Services

Lever, Inc.; Brattleboro (VT); Remote; USD 45,000 - 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. offers a remote financial-services role built around warm leads and a training system. If you are competitive and coachable, it can grow into a long-term career.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a client list. The role provides pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Clear communication skills for client conversations.
• Willingness to learn and accept feedback.
• Comfort with a remote engagement 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.

Skills

Communication

Coachable

Remote work

Job description

Lever, Inc. offers a remote financial-services role built around warm leads and a training system. If you are competitive and coachable, it can grow into a long-term career.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a client list. The role provides pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.