Remote Client Consultation Specialist

Lever, Inc.; Tulsa (OK); Remote; USD 40,000 - 66,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. is offering a remote financial-services seat focused on warm leads and hands-on training. You will be coached, measured against performance, and encouraged to develop a long-term career path.

Daily tasks include speaking with information-seeking prospects, mapping protection needs, guiding enrollment, and building a client list. The role emphasizes self-motivation, mentorship, and a results-driven environment.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to be coached and receptive to feedback.

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

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.