Remote Client Relations Lead — Finance

Lever, Inc.; Milford (CT); Remote; USD 45,000 - 70,000; 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 role built around warm leads and a structured training system. If you are competitive and coachable, 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. Pre-qualified leads and mentorship support success 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

Job description

Lever, Inc. is offering a remote financial-services role built around warm leads and a structured training system. If you are competitive and coachable, 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. Pre-qualified leads and mentorship support success in a performance-driven environment.