Remote Client Relations Specialist — Growth & Mentorship

Lever, Inc.; Meriden (CT); Remote; USD 45,000 - 80,000; 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 associate to engage with individuals who request information and guide them through a simple enrollment flow. You'll map needs, present protection options, and build a client list while receiving ongoing mentorship.

This role emphasizes responsiveness and a coachable mindset, with flexible hours and a path toward a long-term career in a results-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 seeking a remote financial-services associate to engage with individuals who request information and guide them through a simple enrollment flow. You'll map needs, present protection options, and build a client list while receiving ongoing mentorship.

This role emphasizes responsiveness and a coachable mindset, with flexible hours and a path toward a long-term career in a results-driven environment.