Remote Client Relations Specialist – Financial Services

Lever, Inc.; Kent (WA); Remote; USD 40,000 - 65,000; 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. in the United States offers a remote financial-services role built around warm leads and a structured training system. If you are competitive and willing to be coached, it can become a long-term career.

If you want a job with no conversations, it will not. Daily work includes speaking with information requests, mapping needs to protection options, running enrollment flows, and building a 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. in the United States offers a remote financial-services role built around warm leads and a structured training system. If you are competitive and willing to be coached, it can become a long-term career.

If you want a job with no conversations, it will not. Daily work includes speaking with information requests, mapping needs to protection options, running enrollment flows, and building a client list.