Remote Client Onboarding Specialist - Part-Time, Flexible

Lever, Inc.; Wauwatosa (WI); Remote; USD 42,000 - 60,000; 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 seat built around warm leads and a structured training system. You will engage with individuals who request information, map protection options to their needs, and guide them through a simple enrollment flow.

This role supports ongoing mentorship, pre-qualified leads, and flexible hours to fit a coaching-focused, performance-driven environment. It suits self-starters who enjoy helping families and want a long-term career with coaching and growth.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to be coached and to receive feedback.
• Comfort with a remote, mentorship-heavy training setup.

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. offers a remote financial-services seat built around warm leads and a structured training system. You will engage with individuals who request information, map protection options to their needs, and guide them through a simple enrollment flow.

This role supports ongoing mentorship, pre-qualified leads, and flexible hours to fit a coaching-focused, performance-driven environment. It suits self-starters who enjoy helping families and want a long-term career with coaching and growth.