Remote Client Intake Specialist - Growth & Mentorship

Lever, Inc.; Chattanooga (TN); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Onboarding program

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. offers 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.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a client list.

Provided are pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Willingness to be coached and grow within a training system.
• Ability to communicate clearly with prospective clients.
• Customer-focused mindset in a performance-driven environment.

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

Coachable

Strong communication

Customer focus

Job description

Lever, Inc. offers 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.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a client list.

Provided are pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship.