Remote Client Relations Advisor - Mentored Growth

Lever, Inc.; Laurel (MD); 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 seeking a remote financial-services professional to work with warm leads and a guided training system.

This role emphasizes coaching and a data-driven sales process, with focus on listening and tailoring protection options for families. Daily duties include speaking with information-seeking prospects, mapping needs to protection options, guiding enrollment, and building a serviceable client list.

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 professional to work with warm leads and a guided training system.

This role emphasizes coaching and a data-driven sales process, with focus on listening and tailoring protection options for families. Daily duties include speaking with information-seeking prospects, mapping needs to protection options, guiding enrollment, and building a serviceable client list.