Remote Client Follow-Up Specialist — Financial Services

Lever, Inc.; Havre (MT); Remote; USD 42,000 - 62,000; 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 motivated remote financial-services professional to engage warm leads and guide families through the enrollment process. You will be coached, mentored, and supported by a structured onboarding system to build lasting client relationships while learning in a performance-driven environment.

If you want a job with no conversations, it will not. This role offers flexible hours, ongoing mentorship, and a clear path to a long-term career in our remote team.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to be coached and take feedback in a remote, performance-driven setting.

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 motivated remote financial-services professional to engage warm leads and guide families through the enrollment process. You will be coached, mentored, and supported by a structured onboarding system to build lasting client relationships while learning in a performance-driven environment.

If you want a job with no conversations, it will not. This role offers flexible hours, ongoing mentorship, and a clear path to a long-term career in our remote team.