Remote Client Engagement Specialist
Lever, Inc.
A complete application in a minute — tailored resume and cover letter, ready to send.
Benefits offered by this job
Job summary
Lever, Inc. is seeking a remote, entry-level financial-services professional to join a structured training program built around warm leads.
Daily work includes speaking with information-seeking individuals, mapping needs to suitable protection options, guiding a simple enrollment flow, and building a loyal client list. Pre-qualified leads, onboarding support, remote tools, flexible hours, and ongoing mentorship are provided.
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, entry-level financial-services professional to join a structured training program built around warm leads.
Daily work includes speaking with information-seeking individuals, mapping needs to suitable protection options, guiding a simple enrollment flow, and building a loyal client list. Pre-qualified leads, onboarding support, remote tools, flexible hours, and ongoing mentorship are provided.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
