Remote Client Portfolio Advisor - Warm Leads & Mentorship

Lever, Inc.; Lee's Summit (MO); Remote; USD 40,000 - 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. is offering a remote financial-services seat built around warm leads and a proven training system. If you are competitive and open to coaching, this 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 and servicing a client list. Provided are pre-qualified warm leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

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 offering a remote financial-services seat built around warm leads and a proven training system. If you are competitive and open to coaching, this 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 and servicing a client list. Provided are pre-qualified warm leads, onboarding, remote tools, flexible hours, and ongoing mentorship.