Remote Client Engagement Specialist – Financial Services

Lever, Inc.; La Vista (NE); Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Mentorship

Flexible hours

Remote work

Job summary

Lever, Inc. is offering a remote role in financial services, built around warm leads and a structured training system. You’ll engage with families who request information, map their protection needs, guide them through enrollment, and maintain a client list.

The position emphasizes a coachable, self-starting mindset and a performance-driven work environment. The role provides pre-qualified leads, onboarding support, remote tools, flexible hours, and ongoing mentorship, with a focus on long-term

Qualifications

• Willingness to be coached in a performance-driven environment.
• Self-starter attitude and ability to work remotely.
• Comfort communicating with interested leads.

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

Enrollment

Client management

Sales skills

Tools

CRM software

Job description

Lever, Inc. is offering a remote role in financial services, built around warm leads and a structured training system. You’ll engage with families who request information, map their protection needs, guide them through enrollment, and maintain a client list.

The position emphasizes a coachable, self-starting mindset and a performance-driven work environment. The role provides pre-qualified leads, onboarding support, remote tools, flexible hours, and ongoing mentorship, with a focus on long-term