Remote Client Experience Specialist - Financial Services

Lever, Inc.; Overland Park (KS); Remote; USD 52,000 - 78,000; 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. offers a remote financial-services role built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career; if you want a job with no conversations, this isn’t for you.

Daily tasks include speaking with information requests, mapping protection options, running enrollment flows, and building a client list. Perks include pre-qualified warm leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Strong communication and listening skills.
• Ability to work independently in a remote setting.
• Willingness to be coached and take feedback.
• Comfort with sales conversations and enrollment flows.

Responsibilities

• Speak with leads who requested information.
• Map clients' protection option needs and enrollment flows.
• Run enrollment flows and build a client list.
• Provide ongoing service and follow-up with clients.

Skills

Communication

Coachability

Self-motivation

Remote work

Job description

Lever, Inc. offers a remote financial-services role built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career; if you want a job with no conversations, this isn’t for you.

Daily tasks include speaking with information requests, mapping protection options, running enrollment flows, and building a client list. Perks include pre-qualified warm leads, onboarding, remote tools, flexible hours, and ongoing mentorship.