Remote Client Engagement Specialist

Lever, Inc.; Myrtle Beach (SC); Remote; USD 40,000 - 56,000; 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. in the United States offers a remote financial-services seat built around warm leads and a structured training system.

If you are competitive and coachable, this role can become a long-term career. Daily work includes speaking with people seeking information, mapping needs to protection options, running enrollment flows, and building a serviced client list. Provided are pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Competitive mindset and willingness to be coached.
• Customer-focused with a preference for helping families.

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

Competitive mindset

Willing to be coached

Customer service oriented

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.