Remote Client Service Representative (Training Provided)

Lever, Inc.; Corpus Christi (TX); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding program

Remote tools

Flexible hours

Mentorship program

Job summary

Lever, Inc. is offering a remote financial-services seat built around warm leads and a structured training system. You will engage with interested individuals, map their protection needs, and guide them through a simple enrollment flow while building and servicing a client list.

This role emphasizes coaching, ongoing mentorship, and a performance-driven environment that rewards initiative. Candidates should be self-starters who enjoy helping families and are comfortable with feedback in a

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

This is a remote financial-services seat built around warm leads and a 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

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.