Remote Client Intake Specialist

Lever, Inc.; Greenville (SC); Remote; USD 45,000 - 75,000; 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 self-driven remote sales associate in the financial services sector. You will speak with people who requested information, guide them through enrollment, and build a client list from warm, pre-qualified leads.

This role emphasizes coaching, ongoing mentorship, and a performance-driven environment. Flexible hours and a step-by-step onboarding are provided to help you grow into a long-term career, with remote tools supporting your success.

Qualifications

• 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.

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.