Remote Client Retention Specialist | Flexible Hours & Mentorship

Lever, Inc.; Boulder City (NV); Remote; USD 42,000 - 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. is seeking a motivated professional for a remote financial-services role. You will engage with individuals who seek information, guide them through protection options, run enrollment flows, and build a durable client list.

The position emphasizes coaching, ongoing mentorship, and a structured onboarding process. This role offers flexible hours and remote tools to support successful interactions.

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 motivated professional for a remote financial-services role. You will engage with individuals who seek information, guide them through protection options, run enrollment flows, and build a durable client list.

The position emphasizes coaching, ongoing mentorship, and a structured onboarding process. This role offers flexible hours and remote tools to support successful interactions.