Remote Client Services Associate - Enrollment & Growth

Lever, Inc.; Helena (MT); Remote; USD 45,000 - 70,000; 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 offering a remote financial-services role designed around warm leads and a structured training system. The position suits competitive individuals who welcome coaching and see it as a long-term career path.

Daily work includes engaging with interested clients, mapping needs to protection options, guiding enrollment, and maintaining a client list. Flexible hours and ongoing mentorship are provided to support growth and success.

Qualifications

• Strong communication and active listening skills.
• Ability to learn quickly in a coaching environment.
• Comfort with a performance-based setting.

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.

Skills

Communication

Self-motivation

Coaching

Job description

Lever, Inc. is offering a remote financial-services role designed around warm leads and a structured training system. The position suits competitive individuals who welcome coaching and see it as a long-term career path.

Daily work includes engaging with interested clients, mapping needs to protection options, guiding enrollment, and maintaining a client list. Flexible hours and ongoing mentorship are provided to support growth and success.