Remote Client Relations Pro - Mentorship & Growth

Lever, Inc.; Grants Pass (OR); Remote; USD 40,000 - 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 seeking a motivated candidate for a remote financial-services role built around warm leads and a training system. If you are competitive and willing to be coached, 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. Provided are pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to be coached and stay competitive in a target-driven setting.

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.

Skills

Self-starter

Coachable

Performance mindset

Tools

Remote tools

Job description

Lever, Inc. is seeking a motivated candidate for a remote financial-services role built around warm leads and a training system. If you are competitive and willing to be coached, 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. Provided are pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.