Remote Client Onboarding Specialist | Flexible Hours

Lever, Inc.; Madison (MS); Remote; USD 45,000 - 65,000; 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 seat focused on coaching and continuous development. You will speak with people who request information, map needs to available protection options, run a simple enrollment flow, and build a serviceable client list from warm leads.

This role emphasizes being coachable, self-starting, and delivering results within a performance-based environment, with ongoing mentorship and flexible hours.

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 remote financial-services seat focused on coaching and continuous development. You will speak with people who request information, map needs to available protection options, run a simple enrollment flow, and build a serviceable client list from warm leads.

This role emphasizes being coachable, self-starting, and delivering results within a performance-based environment, with ongoing mentorship and flexible hours.