Remote Client Retention Specialist - Financial Services

Lever, Inc.; Kapolei (HI); Remote; USD 42,000 - 68,000; 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 specialist to work with warm leads in a structured training environment. This role is built around a coaching system and offers a pathway to a long-term career.

If you are competitive, coachable, and enjoy helping families, you will thrive here. You will have access to pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Self-starting attitude and willingness to be coached.

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 specialist to work with warm leads in a structured training environment. This role is built around a coaching system and offers a pathway to a long-term career.

If you are competitive, coachable, and enjoy helping families, you will thrive here. You will have access to pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship.