Remote Client Experience Manager

Lever, Inc.; Cumberland (RI); Remote; USD 42,000 - 64,000; 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. is seeking a remote financial-services specialist to handle inquiries from pre-qualified warm leads. You will be coached and onboarded with step-by-step training, and you can build a career with performance-based feedback.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, guiding enrollments, and building a client list. The role emphasizes self-motivation, mentoring, flexible hours, and a supportive remote-tools

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.